RIA Intel›Advisers›Texas›LINCH FINANCIAL, LLC

LINCH FINANCIAL, LLC

Advisory

TX

Data as of Jan 29, 2026 · Source: SEC Form ADV

Rank in TX

#1,851

of 2,813 advisers by AUM

Average account

$517K

across 79 accounts

AUM per adviser

$14M

3 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$41M

Discretionary AUM$41M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients51

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

51 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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