Lynx Investment Advisory, LLC
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 111814
- Registered since
- October 17, 1997
- Website
- www.lynxinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI74.8%
- Other13.49%
- Individuals6.22%
- Charitable Organizations4.67%
- Pension & Profit Sharing Plans0.83%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Lynx Investment Advisory, LLC is an independent registered investment adviser operating as a limited liability company and registered with the SEC since 1997. The firm serves individuals, families and institutional clients and positions itself as both an adviser and a capital allocator—managing portfolios directly and selecting third‑party managers when appropriate. Core services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include percentage‑of‑AUM, fixed fees and performance‑based fees. Lynx was named to Forbes’ America’s Top RIA Firms list in 2023.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds44%
- Investment Grade Corp Bonds21%
- Exchange Traded Equities13%
- Cash & Cash Equivalents7%
- Private Funds6%
Owners & executives
2 of 2
Lara Hines
Managing Director and Chief Operating OfficerCRD 2351340
Vipin Sahijwani
CEO & Chief Investment OfficerCRD 5371097
Contacts
3 of 10
Anthony Cortina
Senior Vice PresidentCRD 5165449
Adrian Kutko
Managing Director – ConsultingCRD 1917704
Fadoua Arif
Research AnalystCRD 7854141
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 173Active vs passive
$259M in ETFs
87%
$225M
8%
$34.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 QUALITY ETF (SPHQ) | Invesco | Passive | Large Blend | $12.7M | 140,854 | 4.91% |
Location
Washington, DC
District Of Columbia
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- District Of Columbia
- Address
- 1100 Connecticut Ave Nw
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Godspeed Capital Management LP
RIAWashington, DC
Quona Capital Management LLC
RIAWashington, DC
Juggernaut Management, LLC
RIAWashington, DC
Oridian Capital Management, L.P.
RIAWashington, DC
Folger Nolan Fleming Douglas Capital Management, Inc.
RIAWashington, DC
Acon Latam Management, L.L.C.
RIAWashington, DC