LYNX INVESTMENT ADVISORY, LLC

CRD 111814File 801-54969

APPROVED

Retail clients

Custody

Filing as of Apr 9, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.11B

Above cohort median (national)

Discretionary AUM

$360.6M

Non-discretionary $753.9M

Clients

223

236 accounts

Employees

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
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/LYNX-INVESTMENT-ADVISORY

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, 5G

Compensation

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 11

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

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	236	223
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.