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Wealth manager, independent

Lynx Capital Group LTD

SEC-registered investment adviser · CRD 120459 · SEC 801-128053

At a glance

Lynx Capital Group LTD is an SEC-registered investment adviser based in United States, with $287 million in regulatory assets under management as of its Form ADV filed February 25, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 60 individual clients. By Form ADV it is a wealth manager, ranked 4,519th of 8,915 wealth managers and 10,389th of 17,210 SEC-registered advisers by assets.

lynxcap.comAs filed on Form ADV

Regulatory AUM
$287M
Rank among wealth managers
#4,519 of 8,915
Rank among all SEC RIAs
#10,389 of 17,210
Individual clients
60
High-net-worth clients
44
Accounts
181
Discretionary
100% of AUM
Employees
3
Advisory staff
2
Offices
2

Owners and executives on its Form ADV

Custody and brokerage

Custodian

  1. Fidelity$287M

Other RIAs using Fidelity

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
High-net-worth individuals44$257M90%
Pension and profit sharing plans11$20M7%
Individuals16$10M3%

Private funds

Lynx Capital Group LTD reports 1 private funds with $22M in gross assets: hedge funds (Form ADV Item 7.B).

Disciplinary disclosures

Lynx Capital Group LTD reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Other

Form ADV and brochures on the SEC’s adviser search ↗lynxcap.com ↗

AtlasMembers

The full record on Lynx Capital Group LTD

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 2 years of filings
Locked
Growth over one, three and five years
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Rank against 6,508 peers of its type and size
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Owners and executives, with titles and stakes
1 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
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Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Lynx Capital Group LTD manage?

Lynx Capital Group LTD reports $287 million in regulatory assets under management across 181 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 25, 2026.

What kind of firm is Lynx Capital Group LTD?

Lynx Capital Group LTD is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.

Who are Lynx Capital Group LTD’s clients?

By assets, its largest client types are high-net-worth individuals ($257 million, 44 clients); pension and profit sharing plans ($20 million, 11 clients); individuals ($10 million, 16 clients).

Does Lynx Capital Group LTD manage private funds?

Yes. It reports 1 private funds with $22 million in gross assets, including hedge funds.

Does Lynx Capital Group LTD have any disciplinary history?

Lynx Capital Group LTD reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Lynx Capital Group LTD’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →