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GAINLINE FINANCIAL PARTNERS, LLC

LOUISVILLE, CO · CRD 326716 · IAPD ↗ · 720-548-4391

$348.6MRegulatory AUM
3Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — GAINLINE FINANCIAL PARTNERS, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2026 — GAINLINE FINANCIAL PARTNERS, LLC reported RAUM up 28% ($273.1M -> $348.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2026 — GAINLINE FINANCIAL PARTNERS, LLC now reports custody of client assets ($80.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
47
December 2025 — GAINLINE FINANCIAL PARTNERS, LLC notice-filed in MA, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
July 2024 — GAINLINE FINANCIAL PARTNERS, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.