Flynn Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,217,289
Clients
160
6% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
160
Very HighAverage account size
$145,108
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
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Real estate investing
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
Most active in
Flynn Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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