This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-21-2021
- Office Locations
- 1
Office Locations
About Finch Capital Management LLC
Finch Capital Management is an Austin, TX fee-only RIA serving individual and institutional investors with tailored portfolio allocations focused on capturing long-term value creation in public equities. The firm applies a Pareto-style thesis (a minority of companies drive most market value) through a targeted, diversified approach designed to reduce single-stock risk and keep fees low. Founder Taylor Finch, CFA, is invested alongside clients.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Taylor Matthew Finch
Analyst, Chief Compliance Officer, Managing Member
- CRD
- #7476152
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,605,723 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,605,723 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing