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Matthew Thomas Roby

HI-LINE CAPITAL MANAGEMENT, LLC·WATERTOWN, South Dakota
Unclaimed Profile
25 1ST AVE. NW, WATERTOWN, SD 57201CRD# 6119147Firm CRD# 149522
01

About

Matthew Thomas Roby is a registered financial advisor based in WATERTOWN, South Dakota, affiliated with HI-LINE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HI-LINE CAPITAL MANAGEMENT, LLC
HI-LINE CAPITAL MANAGEMENT, LLC
AUM
$632M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6119147
Firm CRD# 149522
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Thomas Roby offer?
Matthew Thomas Roby specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WATERTOWN, South Dakota for a consultation.
What are Matthew Thomas Roby's credentials?
Matthew Thomas Roby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Thomas Roby located?
Matthew Thomas Roby is based in WATERTOWN, South Dakota, working with HI-LINE CAPITAL MANAGEMENT, LLC. Their office serves clients in the WATERTOWN metropolitan area and surrounding communities.
How does Matthew Thomas Roby charge for services?
Matthew Thomas Roby's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HI-LINE CAPITAL MANAGEMENT, LLC?
HI-LINE CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $632M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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