{
  "crd_number": 342560,
  "slug": "lynch-financial-advisors-roseville-ca-342560",
  "primary_business_name": "LYNCH FINANCIAL ADVISORS",
  "legal_name": "LYNCH FINANCIAL ADVISORS, INC",
  "dbas": [
    "LYNCH WEALTH AND TAX ADVISORS"
  ],
  "city": "Roseville",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "40900",
  "metro": {
    "cbsa_code": "40900",
    "common_name": "Sacramento",
    "msa_name": "Sacramento-Roseville-Folsom, CA",
    "path": "/advisors/ca/sacramento"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-07-13",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-24",
  "carried_forward": false,
  "raum_total": 112884564.0,
  "raum_discretionary": 112884564.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": null
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 40161719.0,
      "count": 113
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 5603155.0,
      "count": 6
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 67119690.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "TX"
  ],
  "websites": [
    "https://facebook.com/lynchfinancialadvisors",
    "https://instagram.com/lynchfinancialadvisors",
    "https://linkedin.com/in/lynchfinancialadvisors",
    "https://lynchfinancialadvisors.com",
    "https://tiktok.com/@lynchfinancialadvisors",
    "https://x.com/LynchFinancial",
    "https://youtube.com/channel/UCNz7raEewUKBpH18VsrPdzw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342560",
  "city_as_filed": "ROSEVILLE",
  "url": "https://advisorcensus.com/firm/lynch-financial-advisors-roseville-ca-342560",
  "display_name": "Lynch Financial Advisors",
  "summary": "Lynch Financial Advisors is an SEC-registered investment advisory firm in Roseville, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 24, 2026.",
  "citation": "AdvisorCensus. Lynch Financial Advisors (CRD 342560): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Lynch Financial Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lynch Financial Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Lynch Financial Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated August 24, 2026 states: Flat fee: $1,500 (Financial Reviews); Subscription: $25 to $50 a month (Monthly Accumulation Clients — Single); Subscription: $150 a month (Monthly Accumulation Clients — Single); Subscription: $50 to $100 a month (Monthly Accumulation Clients — Married); Subscription: $200 a month (Monthly Accumulation Clients — Married). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Lynch Financial Advisors located?",
      "a": "Lynch Financial Advisors' principal office is in Roseville, CA, according to its Form ADV."
    },
    {
      "q": "Is Lynch Financial Advisors registered with the SEC or a state?",
      "a": "Lynch Financial Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 342560."
    },
    {
      "q": "How much does Lynch Financial Advisors manage?",
      "a": "Lynch Financial Advisors reports $112,884,564 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Lynch Financial Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (113); pension and profit sharing plans (but not the plan participants or government pension plans) (6)."
    },
    {
      "q": "Does Lynch Financial Advisors report any disciplinary disclosures?",
      "a": "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/342560"
    },
    {
      "q": "Does Lynch Financial Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 24, 2026 says: \"The Firm does not impose a minimum account size requirement for advisory services.\""
    },
    {
      "q": "What changed in Lynch Financial Advisors' recent Form ADV filings?",
      "a": "In the September 2026 filing data: Added the business name Lynch Wealth and Tax Advisors."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Added the business name Lynch Wealth and Tax Advisors."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,500 (Financial Reviews)",
      "Subscription: $25 to $50 a month (Monthly Accumulation Clients — Single)",
      "Subscription: $150 a month (Monthly Accumulation Clients — Single)",
      "Subscription: $50 to $100 a month (Monthly Accumulation Clients — Married)",
      "Subscription: $200 a month (Monthly Accumulation Clients — Married)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "The Firm does not impose a minimum account size requirement for advisory services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,500 (Financial Reviews)"
        ],
        "quotes": [
          "Financial Reviews are available for a fixed fee up t o $1,500 per review."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $25 to $50 a month (Monthly Accumulation Clients — Single)"
        ],
        "quotes": [
          "Single $25 – $50/mo $100/mo $150/mo Schedule A — Wealth"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $150 a month (Monthly Accumulation Clients — Single)"
        ],
        "quotes": [
          "Single $25 – $50/mo $100/mo $150/mo Schedule A — Wealth"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $50 to $100 a month (Monthly Accumulation Clients — Married)"
        ],
        "quotes": [
          "Married $50 – $100/mo $150/mo $200/mo Schedule A — Wealth"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $200 a month (Monthly Accumulation Clients — Married)"
        ],
        "quotes": [
          "Married $50 – $100/mo $150/mo $200/mo Schedule A — Wealth"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 1500.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "Financial Reviews"
        },
        {
          "kind": "subscription",
          "amount": null,
          "min": 25.0,
          "max": 50.0,
          "period": "monthly",
          "service": "Monthly Accumulation Clients — Single"
        },
        {
          "kind": "subscription",
          "amount": 150.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Monthly Accumulation Clients — Single"
        },
        {
          "kind": "subscription",
          "amount": null,
          "min": 50.0,
          "max": 100.0,
          "period": "monthly",
          "service": "Monthly Accumulation Clients — Married"
        },
        {
          "kind": "subscription",
          "amount": 200.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Monthly Accumulation Clients — Married"
        }
      ]
    },
    "quotes": [
      "The Firm does not impose a minimum account size requirement for advisory services.",
      "Financial Reviews are available for a fixed fee up t o $1,500 per review.",
      "Single $25 – $50/mo $100/mo $150/mo Schedule A — Wealth",
      "Single $25 – $50/mo $100/mo $150/mo Schedule A — Wealth",
      "Married $50 – $100/mo $150/mo $200/mo Schedule A — Wealth",
      "Married $50 – $100/mo $150/mo $200/mo Schedule A — Wealth"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/lynch-financial-advisors-roseville-ca-342560.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 113,
      "fewer_than_5": false,
      "raum": 40161719.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 67119690.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 5603155.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342560",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}