AdvisorCensus / Financial advisors / Florida / Miami / Lynx Advisory Partners
Lynx Advisory Partners
Filed as LYNX ADVISORY PARTNERS · Legal name Lynx Advisory Partners LLC
Lynx Advisory Partners is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.
Quick answers
From the filingHow is Lynx Advisory Partners compensated?
On its Form ADV (Item 5.E, October 2026), Lynx Advisory Partners reports these compensation arrangements: a percentage of assets under its management.
Where is Lynx Advisory Partners located?
Lynx Advisory Partners' principal office is in Coral Gables, FL, according to its Form ADV.
Is Lynx Advisory Partners registered with the SEC or a state?
Lynx Advisory Partners is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326594.
How much does Lynx Advisory Partners manage?
Lynx Advisory Partners reports $221,366,192 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (64% discretionary).
How have Lynx Advisory Partners' assets and staff changed since 2023?
In the Form ADV data for Lynx Advisory Partners: Regulatory assets under management: $112,307,932 in the October 2023 data and $221,366,192 in the October 2026 data, up 97%. Total employees: 1 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Lynx Advisory Partners serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (66); individuals (other than high net worth individuals) (47).
Which custodians does Lynx Advisory Partners use?
Lynx Advisory Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Banco Santander, Interactive Brokers LLC, J.P. Morgan Securities LLC, Morgan Stanley, Pershing LLC and UBS Securities LLC as custodians holding 10% or more of its separately managed account assets.
Does Lynx Advisory Partners 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/326594
Does Lynx Advisory Partners state an account minimum?
Its Form ADV Part 2A brochure dated February 24, 2026 says: "In general, we require a minimum of $200,000 to open and maintain an advisory account. At our discretion, we waive this minimum account size."
What changed in Lynx Advisory Partners' recent Form ADV filings?
In the March 2026 filing data: Employees performing advisory functions went from 5 to 6.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $200,000 (the brochure says it may be waived or negotiated)
The brochure's wording
In general, we require a minimum of $200,000 to open and maintain an advisory account. At our discretion, we waive this minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated February 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$221,366,192 as of October 2026, filing dated February 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Lynx Advisory Partners LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (2 years)
- Employees
- Total: 7. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $221,366,192 | 7 | February 24, 2026 |
| October 2025 | $214,768,605 | 6 | March 14, 2025 |
| October 2024 | $163,559,729 | 5 | February 20, 2024 |
| October 2023 | $112,307,932 | 1 | September 25, 2023 |
Regulatory assets under management: $112,307,932 in the October 2023 data and $221,366,192 in the October 2026 data, up 97%.
Total employees: 1 in October 2023 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Employees performing advisory functions went from 5 to 6.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Lynx Advisory Partners (CRD 326594): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/lynx-advisory-partners-coral-gables-fl-326594