Updated:

LINCH FINANCIAL, LLC

Linch Financial is a Registered Investment Advisory firm based in Southlake, Texas, part of the Dallas/Fort Worth metroplex. It provides integrated financial...

LINCH FINANCIAL, LLC

Linch Financial is a Registered Investment Advisory firm based in Southlake, Texas, part of the Dallas/Fort Worth metroplex. It provides integrated financial planning and investment strategies and operates as an independent, fee-only advisory firm offering objective wealth management. The firm emphasizes active and dynamic portfolio management for clients.

General information

Firm type

RIA

Year founded

2013

Location

Region

North America

Country

United States

City

Southlake

Corporate office

United States

Principals

Brad Linch

Founder, President and Portfolio Manager

Brad Linch

President / Chief Portfolio Manager and Investment Adviser

Steve Chambers

Insurance and Benefits Plan Specialist

Scott Miller

Vice President, specializing in Market Dynamics

Kristen Linch

Frequently asked questions

What is LINCH FINANCIAL, LLC?

LINCH FINANCIAL, LLC is a ria headquartered in Southlake, United States.

When was LINCH FINANCIAL, LLC founded?

LINCH FINANCIAL, LLC was founded in 2013.

Where is LINCH FINANCIAL, LLC headquartered?

LINCH FINANCIAL, LLC is headquartered in Southlake, United States, in the North America region.

What does Altss track for LINCH FINANCIAL, LLC?

Altss maintains an OSINT-verified profile of LINCH FINANCIAL, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is LINCH FINANCIAL, LLC's website?

LINCH FINANCIAL, LLC's public website is linchfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is LINCH FINANCIAL, LLC?

LINCH FINANCIAL, LLC is classified by Altss as a RIA, operating from United States within the North America region.

How does Altss source intelligence on LINCH FINANCIAL, LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was LINCH FINANCIAL, LLC's Altss profile last updated?

LINCH FINANCIAL, LLC's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Southlake RIA profiles