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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-18-2013
- Office Locations
- 3
Office Locations
About Linch Financial, LLC
Linch Financial is a fee-only fiduciary RIA in Southlake (DFW) providing integrated financial planning and active, dynamic portfolio management. The firm builds objective, non-proprietary portfolios with a heavy ETF emphasis, focusing on asset allocation and risk management for individuals and families, including business owners, entrepreneurs, and physicians. Founder/PM Brad Linch is a 12-time Five Star Wealth Manager (2025) and has been featured on CNBC.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
BRADLEY DOWELL LINCH
Investment Advisor, Managing Member
- CRD
- #2522575
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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STEPHEN LAWRENCE CHAMBERS
Insurance Agent
- CRD
- #4678009
SCOTT RYAN MILLER
Vice President
- CRD
- #1693970
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,876,615 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,876,615 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,876,615
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,141,925,785 | 35.9% |
| Derivatives | $743,910,005 | 8.5% |
| Cash | $1,172,752,243 | 13.4% |
| Other | $796,421,299 | 9.1% |
| U.S. Government/Agency | $2,896,873,078 | 33.1% |
| Total | $8,751,882,410 | 100.0% |