Wealth manager, independent · Washington, DC
Lynx Investment Advisory, LLC
SEC-registered investment adviser · CRD 111814 · SEC 801-54969
At a glance
Lynx Investment Advisory, LLC is an SEC-registered investment adviser based in Washington, District of Columbia, with $1.1B in regulatory assets under management as of its Form ADV filed April 9, 2026. It reports 214 individual clients, 97 of them high-net-worth, holding an average of about $4.2 million each, and 13 employees. That ranks it 989th among the nation’s 5,657 independent wealth management RIAs and 2nd of 6 in District of Columbia. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity Distributors Company.
Main office 202-833-3700lynxinvestment.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among independent wealth managers
- #989 of 5,657
- Rank among all SEC RIAs
- #5,049 of 17,210
- Rank in District of Columbia
- #2 of 6
- Individual clients
- 214
- High-net-worth clients
- 97
- Accounts
- 236
- Discretionary
- 32% of AUM
- Employees
- 13
- Advisory staff
- 10
- Offices
- 2
Owners and executives on its Form ADV
- Lara C. HinesManaging Director/chief Operating Officer
- Kara A. LilianVice President/chief Compliance Officer
- Adrian B. KutkoManaging Director
- Vipin (. SahijwaniCEO, President, and Chief Investment Officer
- Roger S. DesaiManaging Director - Consulting
Custody and brokerage
Broker-dealer
Hybrid RIA
Lynx Investment Advisory, LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 97 | $834M | 75% |
| Other | 13 | $150M | 13% |
| Individuals | 117 | $69M | 6% |
| Charitable organizations | 5 | $52M | 5% |
| Pension and profit sharing plans | 4 | $9M | <1% |
Disciplinary disclosures
Lynx Investment Advisory, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗lynxinvestment.com ↗
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The full record on Lynx Investment Advisory, LLC
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, ten years of filings
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- Growth over one, three and five years
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- Rank against 3,262 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in District of Columbia
All of District of Columbia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Armstrong, Fleming & Moore, Inc.Washington | $1.3B | 539 |
Background
Questions
How much does Lynx Investment Advisory, LLC manage?
Lynx Investment Advisory, LLC reports $1.1B in regulatory assets under management across 236 accounts, 32% of it on a discretionary basis, on its Form ADV filed April 9, 2026.
How many clients does Lynx Investment Advisory, LLC have?
It reports 214 individual clients: 97 high-net-worth individuals and 117 other individuals. Individuals account for about 81% of its regulatory assets.
Where is Lynx Investment Advisory, LLC headquartered?
Its main office is in Washington, District of Columbia. It reports 2 offices in total and 13 employees, 10 of whom perform investment advisory functions.
How does Lynx Investment Advisory, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Lynx Investment Advisory, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity Distributors Company. On Schedule D of its Form ADV filed April 9, 2026, it reports these amounts held: Charles Schwab ($318M); Fidelity Distributors Company ($297M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Lynx Investment Advisory, LLC a hybrid RIA with a broker-dealer?
Lynx Investment Advisory, LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Lynx Investment Advisory, LLC a fiduciary?
As an SEC-registered investment adviser, Lynx Investment Advisory, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 1 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Lynx Investment Advisory, LLC’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 (2026-04-09), 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). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. 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 →