# Lynch, Winton & Associates, LLC

> Lynch, Winton & Associates, LLC is a state-registered investment advisory firm, registered since 1999, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 21, 2025.

- CRD: 122097
- Filed as: LYNCH, WINTON & ASSOCIATES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: March 21, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122097
- AdvisorCensus page: https://advisorcensus.com/firm/lynch-winton-and-associates-llc-122097

## Quick answers

**How is Lynch, Winton & Associates, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lynch, Winton & Associates, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Lynch, Winton & Associates, LLC registered with the SEC or a state?**
Lynch, Winton & Associates, LLC is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 122097.

**How much does Lynch, Winton & Associates, LLC manage?**
Lynch, Winton & Associates, LLC reports $4,793,673 in regulatory assets under management in its Form ADV filing dated March 21, 2025 (0% discretionary).

**What types of clients does Lynch, Winton & Associates, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6).

**Does Lynch, Winton & Associates, 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/122097

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,793,673
- Discretionary: $0
- Non-discretionary: $4,793,673

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,172,097 |
| High net worth individuals | Fewer than 5 | $2,621,576 |

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

### Firm details
- Registered since: 1999 (27 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- 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, Winton & Associates, LLC (CRD 122097): Form ADV filing data as of October 2026.