# Flavin Financial Services

Flavin Financial Services is a Bank / Wealth / Trust based in Melbourne, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Melbourne, United States
- **Region:** North America
- **Address:** Melbourne, FL, United States
- **Founded:** 1989
- **Assets under management:** Undisclosed
- **Website:** flavincpa.com

## Regulatory record

- **CRD number:** 144473
- **SEC file number:** 801-129689
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-13T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144473

## About

Established in 2001, Flavin Financial Services reflects the migration path common among sole practitioners who evolve a tax practice into a full-scope wealth manager. The firm maintains its CPA anchoring, which shapes an advisory approach that begins with tax implications and cash-flow modeling before layering on investment policy. This sequencing is operationally distinct from broker-dealer or wirehouse models. The registered investment advisor structure implies a fee-based fiduciary model rather than commission-driven sales. The firm does not publicly disclose asset-class concentration or sector tilts, though its CPA lineage typically correlates with conservative portfolio construction emphasizing tax-efficient equity exposure, municipal fixed income, and retirement-account optimization. No team headcount, AUM, or deployment figures are publicly disclosed, which is consistent with a boutique practice operating below institutional-reporting thresholds. The firm does not appear to maintain adjacent vehicles such as philanthropic foundations or club-deal structures. Flavin's CPA-embedded RIA model creates a structural sourcing advantage not available to standalone investment managers: tax-return preparation serves as an annual diagnostic that reveals liquidity events, business exits, and intergenerational transfers before a client thinks to mention them. This information asymmetry — legitimate, disclosed, and routine — lets the firm time portfolio adjustments and planning conversations with unusual precision.

## Sectors

- Tax Services
- Accounting
- Financial Planning
- Wealth Management
- Audit and Attest

## Questions

### Does Flavin Financial Services disclose its assets under management or client count?

No. Flavin Financial Services does not publicly disclose AUM, client count, or deployment figures. As a boutique RIA operating below institutional-reporting thresholds, the firm is not required to publish these metrics and has not chosen to do so.

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- [Flaharty Asset Management](https://altss.com/profile/flaharty-asset-management)
- [Fleet Capital Corporation](https://altss.com/profile/fleet-capital-corporation)

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Last updated: 2026-08-11T02:43:31.692Z

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