Matthew Thomas Kline

Employer firm

Kline Capital Management LLC CRD 136825

$27.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1999 → Present
  Kline Capital Management Llc
  Northfield, IL
• 03/2015 → 07/2024
  Us Markets, Inc.
  Elmhurst, IL
• 02/2025 → Present
  Neurotech Llc
  Schaumburg, IL

Other Businesses

1. KLINE CAPITAL GROUP LLC - Owner - consulting company. Company is not investment related. Hours during business hours per month averages 10. 2. KLINE CAPITAL ADVISORS LLC - OWNER - INSURANCE AGENCY. Hours during business hours per month average 1-2. 3. Managing Member; WorkHorse Equipment LLC; Is the business investment related: No; Location of the business: 909 S. RTE 83, SUITE 200 ELMHURST Illinois 60126 United States; Description of the business: Aerial and construction equipment; Responsibilities Duties: Managing Member/COO; Start date with business: 2023-11-01; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 16; Percentage of total yearly compensation expected to be derived from the business: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-18
• S63 Uniform Securities Agent State Law Examination
  1996-03-27