Finch Capital Management LLC

Finch Capital Management LLC is an SEC-registered independent investment adviser that manages approximately $58.6 million in discretionary assets for a small client base (24 accounts), providing continuous custodial asset management for individuals, high‑net‑worth individuals, and other investment advisers. Its asset management services cover allocations across stocks, bonds, mutual funds, exchange‑traded funds, and publicly traded REITs, with tailored recommendations and the ability for clients to impose reasonable investment restrictions.

The firm employs both fundamental and technical analysis and generally pursues a long‑term strategy while managing accounts on a discretionary basis when authorized, with account reviews performed at least annually. Clients receive quarterly advisory reports and the brochure outlines the spectrum of risks considered—market, interest‑rate, inflation, manager, industry, and alternative‑investment risks—indicating a structured review and reporting process.

Several features are uncommon for a solo independent adviser: the firm’s materials disclose performance information, including predecessor and hypothetical results as well as other performance figures, and the brochure notes that charitable organizations are among its client types. The brochure also discloses that the firm’s principal provides outside consulting to an investment manager and serves as an adjunct lecturer, activities the firm says occupy a limited portion of the principal’s time and may supplement its research and service capabilities.