Wealth Manager
    SEC Registered
    Manages Private Funds

    Lynx Investment Advisory, LLC

    Registered investment advisor · Washington, Washington D.C. · CRD #111814

    Assets Under Management
    $1.1B
    Client Accounts
    236
    Employees
    0
    CRD Number
    111814
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Distributors Company Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Lynx Investment Advisory, LLC

    Lynx Investment Advisory, LLC is a Washington, DC-based SEC-registered independent investment advisory firm founded in 1992, specializing in retirement planning and asset allocation. The firm provides objective, fee-only, fiduciary investment advice without conflicts of interest. It manages a multi-manager private fund for individual and institutional clients.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Lynx Investment Advisory, LLC

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    Frequently Asked Questions

    What is Lynx Investment Advisory, LLC's AUM?

    Lynx Investment Advisory, LLC reports approximately $1.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Lynx Investment Advisory, LLC headquartered?

    Lynx Investment Advisory, LLC is headquartered in Washington, Washington D.C..

    What is Lynx Investment Advisory, LLC's CRD number?

    Lynx Investment Advisory, LLC's CRD number is 111814. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Lynx Investment Advisory, LLC manage?

    Lynx Investment Advisory, LLC manages approximately 236 client accounts according to its latest SEC filing.

    Is Lynx Investment Advisory, LLC SEC registered?

    Yes, Lynx Investment Advisory, LLC is registered with the SEC as an investment adviser with an approved registration status.

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