LYNX CAPITAL GROUP LTD
SEC RegisteredDisciplined Strategic Investment Management
About the firm
Lynx Capital Group Ltd is a family owned business which has been in operation since 1996 with integrity, visibility and high level of personal service. We are a fee only independent Registered Investment Advisor (RIA) based in Ohio and Florida. Lynx Capital works closely with each client to implement an investment portfolio designed to take into account their individual need for return, income and level of risk tolerance.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Independent portfolio and wealth management including varied investment strategies to build diverse portfolios, proactive monitoring, low-cost and tax-efficient investing, liquid portfolios, and customized quarterly portfolio reports and market outlooks
Who they serve
Fewer high net worth clients seeking highly personalized service
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 16 | $9.9M |
| High Net Worth Individuals | 44 | $257M |
| Charitable Organizations | 11 | $20M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $1,000,000 | 1.50% |
| $1,000,000 - $1,500,000 | 1.00% |
| Over $1,500,000 | — |
Data as of February 25, 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 CAPITAL GROUP LTD 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.
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