Inflection Capital Management, Llc
- Regulatory AUM
- $366M
- Discretionary
- $170M
- Clients
- 17
- Avg AUM / client
- $21.5M
- Accounts
- 103
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 17 | $365M | 99.8% |
| Charitable organizations | 0 | $549K | 0.15% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hayes, Patrick, Daniel | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% | |
| Justin Michael Kunz | Managing Member | Sep 2024 (2y) | 75% or more | |
| Matthew Scott Blind | Registered representative | CFA | May 2025 (1y) | |
| Hunter William Steadley | Registered representative | CFP CFA | May 2025 (1y) | |
| James Patrick Machinchick | Registered representative | CFP | May 2025 (1y) | |
| Samuel Gordon Stanton | Registered representative | Jul 2025 (1y) | ||
| Philip Anthony Ierardi | Registered representative | Aug 2025 (1y) | ||
| Colin Daniel Fitzgibbons | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $83.2M (23% of AUM) Jul 2026
- Charles Schwab & Co. $55.3M (15% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗