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LYNCH FINANCIAL ADVISORS
Legal name: LYNCH FINANCIAL ADVISORS, INC
CRD 342560File 801-136715
APPROVED
Retail clients
Filing as of Aug 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$112.9M
Bottom 25% of cohort (national)
Discretionary AUM
$112.9M
Clients
119
442 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 13, 2026
- Principal office
- 1700 EUREKA ROAD SUITE 155, ROSEVILLE, CA, 95661
- Phone
- 916-772-3103
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $112.9M
- Discretionary AUM
- $112.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 442
- Non-discretionary accounts
- 0
- Total accounts
- 442
- AUM per client
- $949K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $67.1M |
| Pension and profit sharing plans | 6 | $5.6M |
| Individuals (other than high net worth individuals) | 113 | $40.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- 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
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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 25, 2026 | AUM | $108,552,000 | $112,884,564 | increased by$4,332,564 |
| Aug 25, 2026 | Accounts | 22 | 442 | increased by420 |
| Aug 1, 2026 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LYNCH FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LYNCH FINANCIAL” 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.