LINCH FINANCIAL, LLC

LINCH FINANCIAL, LLC is an SEC-registered investment adviser (CRD 168464). Regulatory assets under management: $40.9M.

Registration

• CRD: 168464
• Type: Registered investment adviser
• Phone: 817-442-5835
• Latest filing: 2026-01-29
• Regulatory AUM: $40.9M
• Discretionary AUM: $40.9M
• Clients: 3
• Accounts: 79

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168464 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search