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Taylor M. Finch
FINCH CAPITAL MANAGEMENT LLC
Austin, TX 78749
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CRD#: 7476152
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Professional summary
Taylor Matthew Finch is a registered financial advisor currently at FINCH CAPITAL MANAGEMENT LLC located in Austin, Texas.
Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Taylor has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name of the other business: Consultant; Investment - related: N; Address of the other business: 805 Las Cimas Pkwy Suite 305, Austin, TX 78746; Nature of the other business: RIA; Position: Consultant; Assist with analyst work; Start Date: 12/01/21; Hours per month devoted to the other business: 16 hour per month; number of hours devoted to the other business during business Name of the other business: Adjunt Lecturer- related: N; Address of the other business: 500 Speight Ave., Waco, TX 76798; Nature of the other business: education; Position: Consultant; educate students on investments in Large Cap ; Start Date: 08/2022 ; Hours per month devoted to the other business: less than 5 hour per month; number of hours devoted to the other business during business: less than 5 hours per month
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Matthew Finch's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 21, 2021 - Present
FINCH CAPITAL MANAGEMENT LLC
Office #1: 7903 Richard King Trail, Austin, TX 78749RIA
CRD#: 318040
Austin, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(12/21/2021)
Exams
Current Firm
FC
FINCH CAPITAL MANAGEMENT LLC
FINCH CAPITAL MANAGEMENT LLC
CRD#: 318040 / SEC#:
Texas
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Contact information
Main Address
7903 Richard King Trail, Austin, TX 78749
Mailing Address
12600 Hill Country Blvd Suite R130 #5045, Bee Cave, TX 78738
Phone number
(737) 301-2121
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 22 |
| AUM (Assets Under Management) | $ 47,224,113 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
