Lynx Investment Advisory, LLC
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Overview
Lynx Investment Advisory, LLC is an advisory firm based in Washington, District of Columbia. It oversees $896.0 million in total assets over 229 accounts, placing it among the bigger financial advisory firms in the country by assets under management (AUM). The firm has a small team, including 9 financial advisors. Lynx Investment Advisory, LLC does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are exchangable financial investments such as bonds, options and equities.
Lynx Investment Advisory, LLC administers most of the firm's client assets on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make buy and sell judgments for the client's account without requiring client authorization. The company also manages 56 non-discretionary accounts with a total of $705.0 million in assets. The advisory firm's typical account size is $3.9 million. The average financial advisor at Lynx Investment Advisory, LLC oversees about 25 client accounts, making it about average in terms of personalization.
The company's central office is located at 1100 Connecticut Avenue, Nw, Washington, District of Columbia 20036. The company is legally allowed to serve investors across 10 states, including California, District of Columbia, Florida, Maryland, Nebraska, New York, Ohio, Pennsylvania, Texas and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lynx Investment Advisory, LLC by the Numbers
$896.0 million
12
229
$3.9 million
Products and Services
Lynx Investment Advisory, LLC provides a variety of services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. In the prior fiscal year, the firm provided financial planning services to 26-50 of its clients. It does not sell products or offer services apart from investment advice to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically vary depending on the financial services offered. Fee types billed by the firm most likely are comprised of any blend of the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Lynx Investment Advisory, LLC works with a broad range of customers. The firm works with retail investors, high net worth investors, pension plans, charitable organizations and other. Out of its 229 accounts, Lynx Investment Advisory, LLC's largest client group is retail investors, although it also serves 76 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of its accounts reside abroad.
- High-Net-Worth Individuals* - 33.19%
- Other Individuals - 55.46%
- Corporations - 10.04%
- Charitable Organizations - 1.31%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Lynx Investment Advisory, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Lynx Investment Advisory, LLC
Columbia, MD
Washington, DC
Washington, DC
Columbia, MD
Washington, DC
Vienna, VA
Columbia, MD
Washington, DC
Washington, DC
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