Lynx Capital, LLC

Broker-DealerFINRA MemberEst. 2006
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 limited liability company and is recorded as SEC-registered since 2006. The firm is listed as individually owned and is categorized as "unclassified" in the available records. The dataset does not include descriptions of its advisory activities, client segments, or fee arrangements. The firm is not identified as an active ESG investor and is not flagged as a capital allocator. It is also not registered as a multi-state adviser, not described as a pension consultant, and is not listed as a related adviser in the source data.

Assets & Accounts

Investments & Alternatives

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

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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

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