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LYNX INVESTMENT ADVISORY, LLC
CRD 111814File 801-54969
APPROVED
Retail clients
Custody
Filing as of Apr 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.11B
Above cohort median (national)
Discretionary AUM
$360.6M
Non-discretionary $753.9M
Clients
223
236 accounts
Employees
13
Above cohort median in DC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 17, 1997
- Principal office
- 1100 CONNECTICUT AVENUE, NW, SUITE 300, WASHINGTON, DC, 20036
- Phone
- 202-833-3700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.11B
- Discretionary AUM
- $360.6M
- Non-discretionary AUM
- $753.9M
- Discretionary accounts
- 186
- Non-discretionary accounts
- 50
- Total accounts
- 236
- AUM per client
- $5.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $52.0M |
| High net worth individuals | 97 | $833.6M |
| Pension and profit sharing plans | 4 | $9.2M |
| Individuals (other than high net worth individuals) | 117 | $69.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 236 | 223 | decreased by13 |
| May 1, 2026 | Employees | 0 | 13 | increased by13 |
| Apr 1, 2026 | Employees | 12 | 0 | decreased by12 |
| Apr 1, 2026 | Clients | 244 | 236 | decreased by8 |
| Apr 1, 2026 | AUM | $1,303,950,138 | $1,114,497,872 | decreased by$189,452,266 |
| Apr 1, 2026 | Accounts | 244 | 236 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 284 | 244 | decreased by40 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,067,593,428 | $1,303,950,138 | increased by$236,356,710 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 284 | 244 | decreased by40 |
| Apr 1, 2022 | Employees | 11 | 12 | increased by1 |
| Apr 1, 2022 | Clients | 84 | 284 | increased by200 |
| Apr 1, 2022 | AUM | $844,322,666 | $1,067,593,428 | increased by$223,270,762 |
| Apr 1, 2022 | Accounts | 84 | 284 | increased by200 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LYNX INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LYNX INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.