# Lindsey Financial

Lindsey Financial is an Asset Manager based in Redlands, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Redlands, United States
- **Region:** North America
- **Address:** Richmond, VA, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** lindseyfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/lindsey-financial-group

## Regulatory record

- **CRD number:** 291971
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/291971

## About

Lindsey Financial helps families and businesses make smart decisions. The firm has four decades or more of experience as financial advisors and offers a full range of financial planning services for high-net-worth families, business owners, and investors. Services include investment and retirement strategies, tax and estate planning, and business succession strategies. Lindsey Financial, Inc. is a registered investment advisor.

## Sectors

- Real Estate
- Private Credit

## People

- William G. Lindsey — President

## Questions

### What does Lindsey Financial do?

Lindsey Financial is a private real estate lender that originates short-term bridge loans, mezzanine debt, and preferred equity for commercial and investment properties. The firm focuses on the mid-Atlantic and Southeast, operating as a balance-sheet lender rather than a loan broker or syndication platform.

### Who runs investment decisions at Lindsey Financial?

William G. Lindsey, the founder and President, is the firm's sole decision-maker on credit and investment matters. The company has been founder-led since incorporation in 1996 with no external investment committee.

### How does Lindsey Financial source its deals?

Deal flow comes primarily through long-standing broker relationships and repeat borrower networks across Virginia and the broader Southeast. As a 30-year operator in the Richmond market, the firm's sourcing is relationship-driven rather than through intermediated loan auctions.

### Is Lindsey Financial a bank or a fund?

The firm is neither a depository bank nor a blind-pool fund. It operates as a privately capitalized specialty finance company that lends from its own balance sheet, which eliminates fund-life constraints and LP redemption risk common in closed-end credit vehicles.

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Last updated: 2026-08-11T15:07:19.634Z

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