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- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-09-2010
- Office Locations
- 1
Office Locations
About Flynn Capital Management LLC
Flynn Capital Management (Severna Park, MD) is an independent RIA founded in 2010 providing holistic financial planning—tax, retirement and estate planning—alongside portfolio construction. The firm builds long-term, risk-tolerance-based strategies and manages portfolios predominantly in ETFs (per SMA holdings), with custody through Trade-PMR, emphasizing unbiased, ethical guidance.
Reported data analysis
What the numbers show
Of the latest reported AUM, 56.2% is discretionary and 43.8% is non-discretionary.
The firm reports 1 advisory representatives and 180 clients, or 180 clients per representative. That equates to $129.0K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on January 9, 2020. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Flynn Capital Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH MICHAEL FLYNN
Chief Compliance Officer, Managing Member
- CRD
- #2637493
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,054,265 | -- |
| Non-Discretionary | $10,163,024 | -- |
| Total | $23,217,289 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Flynn Capital Management LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.