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Firm profile

Lynx Investment Advisory, LLC

WASHINGTON, DCCRD 111814Latest ADV April 9, 2026

Lynx Investment Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Washington, DC. Its latest Form ADV filing, dated April 9, 2026, reports $1.1B in regulatory assets under management, 13 employees, 1 office, and 236 accounts.

Assets Under Management
$1.1B
Employees
13
Offices
1 office
Total Clients
236
Primary office
WASHINGTON, DC
1100 CONNECTICUT AVENUE, NW, SUITE 300, WASHINGTON, DC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOVipin Sahijwani
CCOKara A. Lilian
COOLara C. Hines

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 49.6% of total clients.
Top client categories% of clientsClients
1
Individuals
49.6%
117
2
HNWI
41.1%
97
3
NON-PROFITS AND EDUCATIONAL ENTITIES
5.5%
13
4
Charitable
2.1%
5
5
Pension Plans
1.7%
4

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.1Bas of April 9, 2026
Discretionary32.4%
$361M
32% of total RAUM32.4%
Non-discretionary67.6%
$754M
68% of total RAUM67.6%
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.

Total AUM$1.1B
Total Accounts236
10Y AUM Change+$339M (+43.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees13
Clients per Employee18:1
10Y Employee Change+2 (+18.2%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.