LYNCH & ASSOCIATES

Legal name: LYNCH & ASSOCIATES INC

CRD 108326File 801-47981

APPROVED

Retail clients

Custody

Filing as of Feb 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$831.1M

Above cohort median (national)

Discretionary AUM

$767.5M

Non-discretionary $63.7M

Clients

696

1,900 accounts

Employees

Above cohort median in IN

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Dec 5, 1994
Principal office: 10644 NEWBURGH RD, SR 662, NEWBURGH, IN, 47630-8845
Phone: 812-853-0878
Website: HTTP://WWW.LNAONLINE.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $831.1M
Discretionary AUM: $767.5M
Non-discretionary AUM: $63.7M
Discretionary accounts: 1,680
Non-discretionary accounts: 220
Total accounts: 1,900
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	15	$21.7M
Charitable organizations	Fewer than 5	$7.8M
High net worth individuals	164	$601.3M
Pension and profit sharing plans	Fewer than 5	$7.2M
Individuals (other than high net worth individuals)	517	$193.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.