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, SEC-registered registered investment adviser organized as an LLC and operating since 1997. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional investors. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers; the firm also serves in sponsor/GP and managing‑member roles for pooled vehicles. Compensation structures include percentage‑of‑assets, fixed fees and performance‑based arrangements. Forbes recognized the firm on its America's Top RIA Firms list in 2023.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2LARA HINES
Managing Director and Chief Operating OfficerCRD 2351340
VIPIN SAHIJWANI
CEO & Chief Investment OfficerCRD 5371097
Contacts
3 of 10ANTHONY 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 142Active vs passive
$183M in ETFs
84%
$153M
9%
$29.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 QUALITY ETF (SPHQ) | Invesco | Passive | Large Blend | $10.9M | 145,458 | 5.98% |
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
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