Flynn Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Flynn Capital Management LLC provides investment supervisory services and one-time financial planning to individual and high-net-worth clients, managing roughly $23 million in assets across both discretionary and non‑discretionary accounts. The firm constructs client-specific Investment Policy Statements and manages portfolios that may include mutual funds, equities, bonds, ETFs and alternative holdings such as REITs, hedge funds and private placements.
The firm combines charting, fundamental, technical and cyclical analysis to shape investment decisions and documents each client’s goals, time horizon and risk tolerance in the Investment Policy Statement. Its trading toolkit includes long- and short-term strategies and higher-risk techniques such as short sales, margin transactions and options writing, and trades are executed through a firm‑recommended custodian with advisory fees deducted from client accounts.
Notable operational features include a one-time financial plan offering with ongoing reporting limited to annual custodian statements unless clients request and pay for further planning, and a policy that clients must use the firm-recommended custodian rather than directing brokerage. The brochure also discloses the principal’s unrelated business ownership (a restaurant) and the potential for offering clients related products, a non‑investment activity the firm identifies as a possible source of conflicts of interest.
Client services
Expertise
Fee options
$1 - $249,999: 1.75% $250,000 - $499,999: 1.50% $500,000 - $749,999: 1.25% $750,000 - $999,999: 1.125% $1,000,000 - $1,499,999: 1.00% $1,500,000+: Negotiable
Account minimum: $20,000 Fee-only: Fees are based on asset tiers from 1.75% down to negotiable above $1,500,000; fees are negotiable
Main office
Severna Park MD
Advisors at this office
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)