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David Andrew Clapper

Investment adviser representative at Mainline Investment Advisers, LLC
15 yearsExperience
2 statesRegistered in
$109.9MFirm assets
15 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

15 years in the industry.

  1. Mainline Investment Advisers, LLCSep 2011 to now
  2. Mainline Investment Partners, LLCAug 2011 to now
  3. Cms Holdco, LLCSep 2010 to now
  4. Cms Fund Advisers, LLC (previously Cms Fund Advisers, Inc.)Mar 2009 to now
  5. Mainline Securities LLCOct 2014 to Dec 2024
  6. Mainline Private Wealth, LLCNov 2011 to Sep 2023
  7. Merion Realty Advisers, LLCAug 2011 to Mar 2024
  8. Capital Management Systems, LLCMar 2009 to Dec 2024
  9. Cms Investment Resources, LLCMar 2009 to Dec 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (DE, PA).

Mainline Investment Advisers, LLC

$109.9MAssets managed
16Clients
2Advisers
15 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5644079
Firm CRD
159045
Advisor's SEC record (opens in a new tab)
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