The Lynd Group Advisors, LLC
Firm details
- Headquarters
- Ventura, California
- CRD number
- 169664
- Website
- thelyndgroup.com
- Fee structure
- Percentage of AUM, Other
- Services
- Portfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Owen Hill
Financial AdvisorCRD 8113650

Michael Mansfield
OwnerCRD 5656946
Andrew Allen
Investment Advisor RepresentativeCRD 8306479
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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