Inflection Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Inflection Capital Management serves family offices, high‑net‑worth individuals and institutional‑style family clients, as well as endowments, foundations, trusts and businesses. The firm offers comprehensive financial planning and discretionary or non‑discretionary portfolio management, using investment policy statements and ongoing client reviews to shape strategy.
ICM follows an IPS‑driven, manager‑of‑managers approach: it conducts a detailed, family‑focused assessment (including balance sheet, goals, liquidity and family dynamics), selects third‑party Managers for day‑to‑day trading, and retains oversight, rebalancing and reporting responsibilities. The firm deploys a broad investment toolkit—pooled funds, SMAs, private investments, derivatives and, in select accredited accounts, margin and options—supplements research with third‑party providers and internal analysis, and uses AI tools for meeting transcription and operational support with human review.
Distinctive features include formal affiliations with an exempt reporting adviser (TOC‑23 ERA) that provides advisory services to private funds and a minority ownership interest in a bill‑pay software/services company (Eton Solutions), which the firm discloses and monitors for conflicts when offered to clients. The practice manages a relatively concentrated client base with a stated average net worth around $25 million, positioning it as a family‑office–focused adviser that also leverages platform relationships with major custodians and vendor support arrangements.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Up to 1.25% annually (maximum fee)
Main office
1 Sansome Street, Suite 1400
San Francisco CA 94104-4436
Advisors at this office
7
Most active in
California · Massachusetts · New Hampshire · Oregon · Texas
Also doing business as
Inflection Capital Management, LLC · Inflection Cm · The Oglethorpe Collective, LLC ("Toc 23")
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Colin F
Series 65
San Francisco, CA
Inflection Capital Management, LLC
Colin Fitzgibbons is a financial advisor at Inflection Capital Management, LLC with a Series 65 credential. He has experience with Focus Partners Wealth and Citigroup, Inc. prior to joining Inflection Capital. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients by providing comprehensive financial planning and portfolio management. The firm utilizes an IPS-driven, manager-of-managers approach, combining third-party manager selection with internal oversight and employs a broad investment toolkit supported by AI tools and third-party research.
Samuel S
CFP®, Series 66
San Francisco, CA
Inflection Capital Management, LLC
Samuel Stanton is a CFP® with six years of industry experience currently serving at Inflection Capital Management, LLC. His prior experience includes roles at Morgan Stanley, Lake Street Advisors, and Eaton Vance Management. Outside of his advisory work, Stanton is a youth lacrosse coach with 3STEP Sports, LLC. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients by providing comprehensive financial planning and portfolio management. The firm employs an IPS-driven, manager-of-managers approach, combining third-party manager selection with oversight, rebalancing, and reporting tailored to client-specific needs.
Matthew B
CFA®, Series 63
San Francisco, CA
Inflection Capital Management, LLC
Matthew Blind is a financial advisor at Inflection Capital Management, LLC with 10 years of industry experience. He holds the CFA® designation and the Series 63 license. His prior roles include positions at Fidelity Investments, Tortoise Securities, and Bramalea Partners, where he remains a member of the advisory board. He is also CEO of The Oglethorpe Collective, LLC, a formal affiliate of Inflection Capital Management. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients by providing comprehensive financial planning and portfolio management. The firm uses an IPS-driven, manager-of-managers approach with a range of investment tools and incorporates AI-supported operational processes.
James M
CFP®, Series 63, Series 66
San Francisco, CA
Inflection Capital Management, LLC
James Machinchick is a CFP® with 16 years of industry experience currently serving as Chief Planning Officer at Inflection Capital Management, LLC. His prior roles include positions at Fidelity Personal and Workplace Advisors and Lake Street Advisors. He is also involved with The Oglethorpe Collective, LLC, a firm affiliated with Inflection Capital, where he dedicates significant time during trading hours. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients, offering comprehensive financial planning and portfolio management. The firm employs an IPS-driven, manager-of-managers approach with a broad investment toolkit, focusing on detailed family assessments and ongoing oversight.
Hunter S
CFP®, CFA®, Series 66
San Francisco, CA
Inflection Capital Management, LLC
Hunter Steadley is a CFP®, CFA®, and Series 66 licensed advisor with 13 years of industry experience. He currently serves as Managing Director at The Oglethorpe Collective, LLC, a role he has held since 2025. His prior experience includes positions at Lake Street Advisors Group, Johnson Financial Group, Personal Capital Advisors Corporation, and New York Life. He is part of Inflection Capital Management, LLC, which serves family offices, high-net-worth individuals, and institutional-style family clients with comprehensive financial planning and portfolio management. The firm employs an IPS-driven, manager-of-managers approach that incorporates a broad range of investment tools and utilizes both third-party research and AI-supported operational processes.
Justin K
Series 63, Series 66
San Francisco, CA
Inflection Capital Management, LLC
Justin Kunz is a financial advisor at Inflection Capital Management, LLC with 21 years of industry experience. He has held positions at BlackRock and Fidelity Investments before joining Inflection Capital in 2024. Kunz serves as a board member of the Olympic Club Foundation, participating in committees that recommend grants, and acts as a senior advisor for Graeagle Land and Water, assisting with governance planning. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients, providing comprehensive financial planning and portfolio management driven by investment policy statements. The firm employs a manager-of-managers approach combined with detailed family assessments and utilizes a broad range of investment tools and technology to support its relatively concentrated client base.
Philip I
Series 63, Series 65
San Francisco, CA
Inflection Capital Management, LLC
Philip Ierardi Jr. is a financial advisor with Inflection Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Fidelity Brokerage Services, Inc. for 25 years and has been involved with The Oglethorpe Collective, LLC since 2025 as Chief Operating Officer. He is also an investor in Eton Solutions, a non-investment-related business. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients by providing comprehensive financial planning and portfolio management guided by investment policy statements and ongoing client reviews. The firm uses a manager-of-managers approach with a broad investment toolkit and incorporates AI tools for operational support.
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