# Lynch Asset Management, Inc.

> Lynch Asset Management, Inc. is an SEC-registered investment advisory firm in Newtown, PA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.

- CRD: 159938
- Filed as: LYNCH ASSET MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newtown, PA
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159938
- AdvisorCensus page: https://advisorcensus.com/firm/lynch-asset-management-inc-newtown-pa-159938

## Quick answers

**How is Lynch Asset Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Lynch Asset Management, Inc. reports these compensation arrangements: a percentage of assets under its management.

**How much does Lynch Asset Management, Inc. charge?**
Its Form ADV Part 2A brochure dated February 19, 2026 states: Up to $15,000,000: 0.5% a year; $15,000,000 to $45,000,000: 0.25% a year; Above $45,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Lynch Asset Management, Inc. located?**
Lynch Asset Management, Inc.'s principal office is in Newtown, PA, according to its Form ADV.

**Is Lynch Asset Management, Inc. registered with the SEC or a state?**
Lynch Asset Management, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 159938.

**How much does Lynch Asset Management, Inc. manage?**
Lynch Asset Management, Inc. reports $330,607,455 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (100% discretionary).

**How have Lynch Asset Management, Inc.'s assets and staff changed since 2022?**
In the Form ADV data for Lynch Asset Management, Inc.: Regulatory assets under management: $154,595,639 in the October 2022 data and $330,607,455 in the October 2026 data, up 114%. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lynch Asset Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (8); individuals (other than high net worth individuals) (2); charitable organizations (2).

**Which custodians does Lynch Asset Management, Inc. use?**
Lynch Asset Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Lynch Asset Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159938

**What changed in Lynch Asset Management, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $260,123,497 to $330,607,455 (+27%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 19, 2026)

- Up to $15,000,000: 0.5% a year
- $15,000,000 to $45,000,000: 0.25% a year
- Above $45,000,000: see the brochure

> Fees will be calculated as follows: Assets Under Management: Fee:* First $15 million 0.50% Next $30 million 0.25% Above $50 million Negotiated

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $330,607,455
- Discretionary: $330,607,455
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $601,896 |
| High net worth individuals | 8 | $302,808,091 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $27,197,468 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lynchassetmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $154,595,639 | 3 | July 27, 2022 |
| October 2023 | $125,614,383 | 3 | January 24, 2023 |
| October 2024 | $183,965,804 | 3 | July 30, 2024 |
| October 2025 | $260,123,497 | 3 | February 6, 2025 |
| October 2026 | $330,607,455 | 3 | February 19, 2026 |

Regulatory assets under management: $154,595,639 in the October 2022 data and $330,607,455 in the October 2026 data, up 114%.
Total employees: 3 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $260,123,497 to $330,607,455 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lynch Asset Management, Inc. (CRD 159938): Form ADV filing data as of October 2026.