James Patrick Machinchick
Investment adviser representative at Inflection Capital Management, LLC
18 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$365.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Inflection Capital Management, LLCMay 2025 to now
- The Oglethorpe Collective, LLC ("toc-23")Feb 2025 to now
- Lake Street AdvisorsMay 2023 to Feb 2025
- Fidelity Personal and Workplace AdvisorsJul 2018 to Apr 2023
- Fidelity InvestmentsNov 2008 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (CA, MA, NH).
Inflection Capital Management, LLC
$365.6MAssets managed
17Clients
7Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5624699
- Firm CRD
- 333157