# Lynch Financial Group

> Lynch Financial Group is a state-registered investment advisory firm in Denver, CO, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 8, 2026.

- CRD: 326983
- Filed as: LYNCH FINANCIAL GROUP
- Legal name: Lynch Financial Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: January 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326983
- AdvisorCensus page: https://advisorcensus.com/firm/lynch-financial-group-denver-co-326983

## Quick answers

**How is Lynch Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Lynch Financial Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lynch Financial Group located?**
Lynch Financial Group's principal office is in Denver, CO, according to its Form ADV.

**Is Lynch Financial Group registered with the SEC or a state?**
Lynch Financial Group is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326983.

**How much does Lynch Financial Group manage?**
Lynch Financial Group reports $7,571,776 in regulatory assets under management in its Form ADV filing dated January 8, 2026 (100% discretionary).

**What types of clients does Lynch Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (6).

**Does Lynch Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/326983

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $7,571,776
- Discretionary: $7,571,776
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $1,412,239 |
| High net worth individuals | 6 | $6,159,537 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lynch Financial Group (CRD 326983): Form ADV filing data as of October 2026.