SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Donoghue Forlines LLC
Boston, MA
CRD 285403
Firm filing updated March 27, 2026 ·
- $370.5MAssets
- 3Advisory staff
- 20Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- OtherYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Investment companies8
- Individuals5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 5 | $999,915 |
| Investment companies | 8 | $367.5 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $1.5 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $536,548 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Market timing services
- Other: "PROVISION OF MODEL PORTFOLIOS AND RELATED TRADING SIGNALS"
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
- Market timing services
- Other: "PROVISION OF MODEL PORTFOLIOS AND RELATED TRADING SIGNALS"
Assets and accounts
- Regulatory assets$370.5 million
- Accounts20
- DiscretionaryAll accounts
People
- Employees7
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 285403, SEC file 801-108564.
- Registered with the SEC as an investment advisor (status date on record: November 9, 2016).
Is Donoghue Forlines LLC a fiduciary?
Short answer: Donoghue Forlines LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.