Lynx Capital, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Moraga, California
CRD number
137178
Registered since
February 27, 2006

Firm profile

FINTRX

Overview

Lynx Capital, LLC is organized as a privately held limited liability company with individual ownership. Publicly available records provide almost no detail about the firm’s advisory activities, fee model, or client types. The firm is not identified as an active ESG investor, does not report being a capital allocator, and is not listed as a pension consultant or related adviser. The sparse disclosure makes it difficult to characterize investment philosophy, target client segments, or service offerings. Where firms disclose little, they are often either very small, serve a narrow private-client or proprietary mandate, or operate in a non-public advisory capacity; Lynx Capital’s public footprint is consistent with one of those profiles.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • Samuel Ragan

    Samuel Ragan

    Managing DirectorCRD 7056407

  • William Morgan

    FinOpCRD 852925

  • Theodore Deutz

    Theodore Deutz

    President and Managing DirectorCRD 2333618

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Moraga, CA

Contra Costa

Location

Moraga, CA

Headquartered in Moraga, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Contra Costa
Address
55 Parson Brown Ct
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth