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Managing Member · True Link Financial Advisors

Kai H. Stinchcombe

CRD 6573531 · Named on Form ADV at one SEC-registered adviser

At a glance

True Link Financial Advisors, an SEC-registered asset manager based in SAN Francisco, CA with $1.9 billion in regulatory assets, lists Kai H. Stinchcombe on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Kai’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kai’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.