FINCH CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 318040
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.78%
- Individuals10%
- Charitable Organizations4.23%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Finch Capital Management LLC is a small, privately held investment advisory firm organized as an LLC and owned by an individual. The firm manages portfolios primarily for high-net-worth individuals, families and a limited set of institutional relationships. Its advisory mandate is fee-based (percentage of AUM) and its stated advisory activity is portfolio management for individuals and small businesses. Finch is not identified as an active ESG investor and does not present itself as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Non-Exchange Traded Equities4%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1Taylor Finch
FounderCRD 7476152
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 7903 Richard King Trl
- Time zone
- CT (UTC-6)
- Office locations
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