# Lynx Advisory Partners

> 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.

- CRD: 326594
- Filed as: LYNX ADVISORY PARTNERS
- Legal name: Lynx Advisory Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326594
- AdvisorCensus page: https://advisorcensus.com/firm/lynx-advisory-partners-coral-gables-fl-326594

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Account minimum: $200,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Banco Santander
- Interactive Brokers LLC
- J.P. Morgan Securities LLC
- Morgan Stanley
- Pershing LLC
- UBS Securities LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $221,366,192
- Discretionary: $140,757,951
- Non-discretionary: $80,608,241

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $17,275,310 |
| High net worth individuals | 66 | $204,090,882 |

### 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)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $112,307,932 | 1 | September 25, 2023 |
| October 2024 | $163,559,729 | 5 | February 20, 2024 |
| October 2025 | $214,768,605 | 6 | March 14, 2025 |
| October 2026 | $221,366,192 | 7 | February 24, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 5 to 6.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lynx Advisory Partners (CRD 326594): Form ADV filing data as of October 2026.