StraightLine Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
StraightLine Group reports 2,365 clients. They include 2,093 individual clients, 265 high-net-worth individuals, and 4 corporations and other businesses. Of its assets, 96.9% ($1.13B across 4,304 accounts) are managed with discretion; $36.3M across 448 accounts are not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 55% |
| High-net-worth individuals | 11% | 45% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,093 | $645M | 55.1% | $308K |
| High-net-worth individuals | 265 | $523M | 44.6% | $1.97M |
| Charitable organizations | 3 | $2.27M | 0.2% | $757K |
| Corporations and other businesses | 4 | $961K | 0.1% | $240K |
| Total | 2,365 | $1.17B | 100% | $495K |
- Clients
- 2,093
- Regulatory AUM
- $645M
- AUM share
- 55.1%
- Avg. per client
- $308K
- Clients
- 265
- Regulatory AUM
- $523M
- AUM share
- 44.6%
- Avg. per client
- $1.97M
- Clients
- 3
- Regulatory AUM
- $2.27M
- AUM share
- 0.2%
- Avg. per client
- $757K
- Clients
- 4
- Regulatory AUM
- $961K
- AUM share
- 0.1%
- Avg. per client
- $240K
Total
- Clients
- 2,365
- Regulatory AUM
- $1.17B
- AUM share
- 100%
- Avg. per client
- $495K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
StraightLine Group charges 0.45%–0.90% a year for its Discretionary Investment Management. The fee is billed in arrears. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Non-Discretionary Portfolio Allocation Services
- A flat fee of $3,600 a year, billed quarterly in arrears ($900 a quarter).
- Standalone Financial Planning
- One-year planning contracts cost $2,400 to $4,800, varying with each client's circumstances; billed quarterly in arrears.
Michael Bisaro owns 75% or more of StraightLine Group. The leadership team of StraightLine Group includes President Michael Bisaro, Chief Operating Officer Bethany Mosshart and Chief Compliance Officer Musa Abdul-Basser. It has 11 employees, 10 of them in advisory roles.
Staff
- 11 employees
- 10 in advisory functions
- 10 state-registered reps
- 4 insurance agents
- Owns 75% or more of Straightline Group, LLC
Michael Bisaro
Control person · since February 2020
StraightLine Group’s regulatory assets grew from $1.06B (April 2021) to $1.17B (July 2026); clients fell from 2,624 to 2,365 and employees from 12 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $1.17B | 2,365 | 11 | 4 |
| Mar 2025March 2025 | $1.11B | 2,858 | 10 | 4 |
| May 2024May 2024 | $1.12B | 2,606 | 9 | 4 |
| Jul 2023July 2023 | $1B | 2,632 | 8 | 3 |
| Jul 2022July 2022 | $1.18B | 2,636 | 8 | 3 |
| Apr 2021April 2021 | $1.06B | 2,624 | 12 | 3 |
Besides its headquarters, StraightLine Group has 3 offices (1 private residence, listed without an address), with 3 listed addresses across 2 states.
Michigan · 2 listed addresses
- 165 Kirts BLVD., Ste 100, TroyHQ
- 2911 Eyde Parkway, East Lansing
Ohio · 1 listed address
- 101 E. Sandusky Street, Findlay
Contact and registration details
- Legal name
- Straightline Group, LLC
- Headquarters
- 165 Kirts BLVD., Ste 100, Troy, MI 48084-5200
- Website
- straightline.com
- Phone
- 248-269-8366
- @straightline
- SEC file
- 801-63408
- Structure
- Michigan LLC
- Fiscal year end
- December
StraightLine Group’s named custodians for separately managed accounts are Charles Schwab ($567M, 53%), Fidelity ($267M, 25%) and Tiaa-Cref Individual & Institutional Services ($228M, 21%). StraightLine Group has custody of $691M for 1,508 clients.
- FidelityFidelity Investments · Covington, KY · $267M25%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $567M53%
- Tiaa-Cref Individual & Institutional ServicesTiaa-Cref Individual & Institutional Services, LLC · Charlotte, NC · $228M21%
At year end, StraightLine Group’s separately managed accounts were mostly in funds (75%) and stocks (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $212M across 19 positions; the largest are Bondbloxx ETF Trust (24.2%), Invesco Exchange Traded FD T (19.7%) and Goldman Sachs ETF TR (16.3%).
What the accounts hold
- Stocks19%
- Funds75%
- Registered funds69%
- Pooled vehicles6%
- Bonds5%
- Cash1%
How many clients does StraightLine Group have?
StraightLine Group has 2,365 clients and manages $1.17 billion for them, as of July 2026. They include 2,093 individual clients, 265 high-net-worth individuals, and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 July 2026
What services does StraightLine Group offer?
StraightLine Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does StraightLine Group charge?
StraightLine Group charges 0.45%–0.90% a year for its Discretionary Investment Management. The fee is billed in arrears.
Source: STRAIGHTLINE ADV PART 2A BROCHURE 7.10.26, filed 10 July 2026
Which custodians does StraightLine Group use?
StraightLine Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $567M, Fidelity Investments (Covington, KY), with $267M and Tiaa-Cref Individual & Institutional Services, LLC (Charlotte, NC), with $228M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 July 2026
How many financial advisors does StraightLine Group have?
StraightLine Group has 10 investment adviser representatives registered with state securities authorities, out of 11 employees, and 10 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does StraightLine Group invest in?
At the end of its last fiscal year, StraightLine Group’s separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 6% pooled vehicles (private funds and similar), 5% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns StraightLine Group?
StraightLine Group’s direct owner is Michael Bisaro (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 July 2026
How does StraightLine Group get paid?
StraightLine Group is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact StraightLine Group?
StraightLine Group’s main office is at 165 Kirts BLVD., Ste 100, Troy, MI 48084-5200. Its phone number is 248-269-8366. Its website is straightline.com.