$23.2M Total AUM
$13.1M Disc. AUM
-- 3Y CAGR
1 Employees
180 ADV. Clients
15 yrs Firm Age
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- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- Bridge
- Established Date
- 12-09-2010
- Office Locations
- 1
Office Locations
-- Severna Park MD
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.
Team overview
49 AVG AGE
$23.2M AVG AUM / ADVISOR
$129.0K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Peak Element Meridian
Custodian
Legacy
Investment Themes
Value
Investment Vehicles
Oak
Services
Catalyst oak Capital Insight
Technology
Ember alpha
Owner & Executives
JOSEPH MICHAEL FLYNN
Chief Compliance Officer, Managing Member
- CRD
- #2637493
- Ownership
- 75% or more
(273) 687-8119
delta.peak@pathwaycapital.com
in linkedin.com/in/frontier-foundation
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $23,217,289
Equity - Exchange:
71.6% Cash:
28.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,057,772,982 | 71.6% |
| Cash | $1,212,859,675 | 28.4% |
| Total | $4,270,632,657 | 100.0% |