Advisor at Finch Capital Management LLC
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Firm
Finch Capital Management LLC
Location
Austin, TX 78749
Credentials
CFA®
Industry experience
4 years
Taylor Finch is a CFA® charterholder and the principal of Finch Capital Management LLC in Austin, TX, with four years of industry experience. He previously worked at Century Management for nine years and currently serves as a consultant and adjunct lecturer, educating students on large-cap investments. Finch Capital Management LLC is an independent SEC-registered adviser managing approximately $58.6 million in discretionary assets for individuals, high-net-worth clients, and other advisers. The firm employs both fundamental and technical analysis with a long-term investment approach and provides tailored portfolio management and regular client reporting.
$0 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.65%
Account minimum: $20,000
7903 Richard King Trail
Austin, TX 78749
Texas
Baylor University
2022 - Present (4 years)
Consultant
2021 - Present (5 years)
Century Management
2012 - 2021 (9 years)
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