Brian
Chait

Lynx Capital Group LTD

CRD#2777236
Investment Advisor
in Beachwood, OH

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About this Advisor

Brian Chait is a financial advisor based in Beachwood, Ohio, working with Lynx Capital Group LTD. Brian has previously held a position at Lynx Capital Group LTD. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Florida, Michigan, and Ohio. Currently, Brian is part of Lynx Capital Group LTD, which operates out of Beachwood, Ohio. The firm has 1 office and 3 employees. The firm manages assets totaling $163.8 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Lynx Capital Group LTD includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Beachwood, OH

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Lynx Capital Group LTD Brokerage Details

Total Assets Under Management

$163,771,692

Total Number of Employees

3

Total Number of Accounts

174

Average Account Size

$941,217

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Brian Chait Work History

1996 - Present (28 years)

Lynx Capital Group LTD

Disclosures

Please visit the SEC profile of Brian Chait to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lynx Capital Group LTD

Brian Chait
Beachwood, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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