# McIntyre, Freedman & Flynn Investment Advisers, Inc.

> McIntyre, Freedman & Flynn Investment Advisers, Inc. is an SEC-registered investment advisory firm in Orleans, MA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 105522
- Filed as: MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.
- Also doing business as: MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orleans, MA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105522
- AdvisorCensus page: https://advisorcensus.com/firm/mcintyre-freedman-and-flynn-investment-advisers-inc-orleans-ma-105522

## Quick answers

**How is McIntyre, Freedman & Flynn Investment Advisers, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), McIntyre, Freedman & Flynn Investment Advisers, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is McIntyre, Freedman & Flynn Investment Advisers, Inc. located?**
McIntyre, Freedman & Flynn Investment Advisers, Inc.'s principal office is in Orleans, MA, according to its Form ADV.

**Is McIntyre, Freedman & Flynn Investment Advisers, Inc. registered with the SEC or a state?**
McIntyre, Freedman & Flynn Investment Advisers, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 105522.

**How much does McIntyre, Freedman & Flynn Investment Advisers, Inc. manage?**
McIntyre, Freedman & Flynn Investment Advisers, Inc. reports $172,003,910 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have McIntyre, Freedman & Flynn Investment Advisers, Inc.'s assets and staff changed since 2022?**
In the Form ADV data for McIntyre, Freedman & Flynn Investment Advisers, Inc.: Regulatory assets under management: $126,371,539 in the October 2022 data and $172,003,910 in the October 2026 data, up 36%. Total employees: 4 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does McIntyre, Freedman & Flynn Investment Advisers, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (29).

**Which custodians does McIntyre, Freedman & Flynn Investment Advisers, Inc. use?**
McIntyre, Freedman & Flynn Investment Advisers, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does McIntyre, Freedman & Flynn Investment Advisers, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105522

**Does McIntyre, Freedman & Flynn Investment Advisers, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "As a condition for starting and maintaining a relationship, MFF imposes a minimum portfolio size of $100,000."

**What changed in McIntyre, Freedman & Flynn Investment Advisers, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $148,340,589 to $172,003,910 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: $100,000

> As a condition for starting and maintaining a relationship, MFF imposes a minimum portfolio size of $100,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $172,003,910
- Discretionary: $172,003,910
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $14,665,969 |
| High net worth individuals | 29 | $129,589,859 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | $27,748,082 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, MA, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mcintyreinvestments.net](https://mcintyreinvestments.net)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $126,371,539 | 4 | June 29, 2022 |
| October 2023 | $132,694,444 | 5 | March 29, 2023 |
| October 2024 | $138,757,805 | 5 | March 27, 2024 |
| October 2025 | $148,340,589 | 5 | March 25, 2025 |
| October 2026 | $172,003,910 | 5 | March 20, 2026 |

Regulatory assets under management: $126,371,539 in the October 2022 data and $172,003,910 in the October 2026 data, up 36%.
Total employees: 4 in October 2022 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $148,340,589 to $172,003,910 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McIntyre, Freedman & Flynn Investment Advisers, Inc. (CRD 105522): Form ADV filing data as of October 2026.