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FINCH CAPITAL MANAGEMENT LLC
CRD 318040
7903 RICHARD KING TRAIL, AUSTIN, TX, 78749, United States
Phone
737-301-2121
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$58.6M
Discretionary AUM
$58.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-23
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $5.9M |
| High net worth individuals | 8 | $50.3M |
| Charitable organizations | 1 | $2.5M |
All web addresses on file
Official SEC filing: View on IAPD