LYNX Advisory Partners
SEC RegisteredWe are a 100% employee-owned firm, committed to protecting, managing and growing the wealth of our clients globally.
About the firm
Lynx Advisory Partners is a 100% employee-owned firm committed to protecting, managing, and growing the wealth of its clients globally. The firm operates under a multi-custodian model, offering independent advice without conflict of interest, and provides both discretionary and non-discretionary investment agreements with personalized attention.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Independent investment advice under a multi-custodian model, discretionary and non-discretionary portfolio management agreements, proprietary investment strategies based on process, methodology and risk control, and personalized financial advice aligned with each client's risk profile and time horizon.
Who they serve
Clients globally who have relationships with different custodians and seek personalized wealth management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 47 | $17M |
| High Net Worth Individuals | 66 | $204M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $200,000 to $500,000 | 2.00% |
| $500,001 to $1,000,000 | 1.75% |
| $1,000,001 to $3,000,000 | 1.50% |
| $3,000,001 up to $10,000,000 | 1.00% |
| Above $10,000,000 | 0.00% |
Data as of February 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LYNX Advisory Partners has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched