The Lynd Group Advisors, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
4

Firm details

Headquarters
Ventura, California
CRD number
169664
Fee structure
Percentage of AUM, Other
Services
Portfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The Lynd Group Advisors, LLC is a limited liability company that functions as a capital allocator and adviser to individuals and small businesses. The firm emphasizes portfolio management, the selection of external managers, and providing educational seminars or workshops. Its fee structure includes a percentage-of-assets component and other fee arrangements. The Lynd Group maintains an industry affiliation with an insurance company and is not identified as an active ESG investor. The firm’s advisory approach combines direct portfolio management with a curator role: selecting third‑party managers and vehicles to implement specific exposures. That combination suggests a client service model that mixes in‑house guidance with outsourced manager expertise rather than relying solely on proprietary products.

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Owen Hill

    Owen Hill

    Financial AdvisorCRD 8113650

  • Michael Mansfield

    Michael Mansfield

    OwnerCRD 5656946

  • Andrew Allen

    Investment Advisor RepresentativeCRD 8306479

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Ventura, CA

Ventura

Location

Ventura, CA

Headquartered in Ventura, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Ventura
Address
801 S Victoria Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth