# Lynch Retirement Advisors, LLC.

> Lynch Retirement Advisors, LLC. is a state-registered investment advisory firm in Canal Winchester, OH, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 167796
- Filed as: LYNCH RETIREMENT ADVISORS, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Canal Winchester, OH
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167796
- AdvisorCensus page: https://advisorcensus.com/firm/lynch-retirement-advisors-llc-canal-winchester-oh-167796

## Quick answers

**How is Lynch Retirement Advisors, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Lynch Retirement Advisors, LLC. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**Where is Lynch Retirement Advisors, LLC. located?**
Lynch Retirement Advisors, LLC.'s principal office is in Canal Winchester, OH, according to its Form ADV.

**Is Lynch Retirement Advisors, LLC. registered with the SEC or a state?**
Lynch Retirement Advisors, LLC. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167796.

**How much does Lynch Retirement Advisors, LLC. manage?**
Lynch Retirement Advisors, LLC. reports $19,840,154 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (100% discretionary).

**What types of clients does Lynch Retirement Advisors, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (84).

**Does Lynch Retirement Advisors, LLC. 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/167796

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $19,840,154
- Discretionary: $19,840,154
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 84 | $19,840,154 |
| High net worth individuals | 0 | $0 |
| 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 | 0 | $0 |
| 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)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lynch Retirement Advisors, LLC. (CRD 167796): Form ADV filing data as of October 2026.