Flavin Financial Services, Inc.

RIASEC Registered

Total AUM

$205M

Discretionary

$205M

100% of AUM

Avg account

$447K

Accounts

459

Employees

Advisory reps

Firm details

Headquarters: Melbourne, Florida
CRD number: 144473
Registered since: March 19, 2024
Website: www.flavincpa.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI65.31%
Individuals22.54%
Pension & Profit Sharing Plans7.55%
Corporations / Businesses4.6%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Flavin Financial Services, Inc. is an independent, individual-owned registered investment adviser and capital allocator that provides planning and portfolio management to both individuals/families and institutional clients. The firm is SEC-registered (2024) and offers a mix of fee arrangements including AUM-based fees, hourly and fixed fees. Core advisory services cited on filings include financial planning, discretionary portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars. The firm is not positioned as an ESG-focused manager. It operates as a single-state adviser per its filing attributes and identifies as a corporation in its organizational form.