A complete list of active advisors currently associated with Flynn Capital Management LLC

Warmer can help you find a great advisor at Flynn Capital Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Flynn Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.