Linch Financial, LLC

Overview

Linch Financial, LLC is an independent registered investment adviser that serves individual and family clients with a fee model based on a percentage of assets under management. The firm’s advisory work centers on financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. Linch Financial runs portfolios with a clear equity tilt and manages client assets directly rather than operating as a capital allocator to third‑party managers. The practice does not position itself as an active ESG investor and appears focused on traditional equity strategies delivered through separate accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices