Linx Equities, LLC

Overview

Linx Equities, LLC is a small independent registered investment adviser organized as a limited liability company that manages portfolios for individuals, families and small businesses. The firm’s advisory work centers on financial planning and portfolio management, with a clear tilt toward equity exposure. Its fee model mixes a percentage-of-assets charge for ongoing portfolio oversight with hourly fees for planning or consulting engagements. The firm’s public filings show a concentrated use of exchange-traded equities as the primary building block for client portfolios, supplemented with mutual funds and allocations to third-party alternative managers in real estate, commodities and oil & gas. Linx Equities operates as a single-office boutique, using an established custodian platform to execute and custody client trades, which supports a relatively hands-on, discretionary approach to managing client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices