NEWBURGH, INCRD 108326Latest ADV February 19, 2026
Lynch & Associates is an SEC registered investment adviser organized as a corporation with a primary office location in Newburgh, IN. Its latest Form ADV filing, dated February 19, 2026, reports $831M in regulatory assets under management, 7 employees, and 1,900 accounts.
Assets Under Management
$831M
Employees
7
Offices
--
Total Clients
696
Primary office
NEWBURGH, IN
10644 NEWBURGH RD, SR 662, NEWBURGH, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.3% of total clients.
Top client categories% of clientsClients
1
Individuals
74.3%
517
2
HNWI
23.6%
164
3
Corporations
2.2%
15
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$831Mas of February 19, 2026
Discretionary92.3%
$767M
92% of total RAUM92.3%
Non-discretionary7.7%
$64M
8% of total RAUM7.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$831M
Total Accounts1,900
10Y AUM Change+$435M (+109.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee99:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.