AdvisorCensus / Financial advisors / Lynx Capital Group Ltd
Lynx Capital Group Ltd is an SEC-registered investment advisory firm, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.
Quick answers
From the filingHow is Lynx Capital Group Ltd compensated?
On its Form ADV (Item 5.E, October 2026), Lynx Capital Group Ltd reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.
How much does Lynx Capital Group Ltd charge?
Its Form ADV Part 2A brochure dated February 25, 2026 states: Up to $999,999.99: 1.5% a year; $1,000,000 to $1,500,000: 1% a year; Above $1,500,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Lynx Capital Group Ltd registered with the SEC or a state?
Lynx Capital Group Ltd is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 120459.
How much does Lynx Capital Group Ltd manage?
Lynx Capital Group Ltd reports $286,876,797 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).
How have Lynx Capital Group Ltd's assets and staff changed since 2023?
In the Form ADV data for Lynx Capital Group Ltd: Regulatory assets under management: $107,551,020 in the October 2023 data and $286,876,797 in the October 2026 data, up 167%. Total employees: 2 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Lynx Capital Group Ltd serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (44); individuals (other than high net worth individuals) (16); pension and profit sharing plans (but not the plan participants or government pension plans) (11).
Which custodians does Lynx Capital Group Ltd use?
Lynx Capital Group Ltd's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Lynx Capital Group Ltd 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/120459
Does Lynx Capital Group Ltd state an account minimum?
Its Form ADV Part 2A brochure dated February 25, 2026 says: "We have a minimum account opening balance $500,000, which may be waived at the sole discretion of the adviser."
What changed in Lynx Capital Group Ltd's recent Form ADV filings?
In the March 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $260,361,453 to $286,876,797 (+10%).
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
- Fixed fees (other than subscription fees)
- Other
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 2A| Assets | Annual rate |
|---|---|
| Up to $999,999.99 | 1.5% |
| $1,000,000 to $1,500,000 | 1% |
| Above $1,500,000 | See the brochure |
The brochure's wording
Generally, Lynx’s advisory fee is a percentage of a client’s assets under management with Lynx and will be determined from the following schedule: Annual Fee Percentage Portfolio Size (AUM)
1.50% Under $1,000,000 1.0% $1,000,000 - $1,500,000 Negotiable > $1,500,000
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
We have a minimum account opening balance $500,000, which may be waived at the sole discretion of the adviser.
Minimum annual fee: $1,500
The brochure's wording
There is a minimum annual fee of $1,500 per account which may be reduced or waived under certain circumstances.
As stated in the firm's Form ADV Part 2A brochure dated February 25, 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$286,876,797 as of October 2026, filing dated February 25, 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
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- 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
-
4 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 | $286,876,797 | 3 | February 25, 2026 |
| October 2025 | $260,361,453 | 3 | March 28, 2025 |
| October 2024 | $163,771,692 | 3 | March 20, 2024 |
| October 2023 | $107,551,020 | 2 | June 2, 2023 |
Regulatory assets under management: $107,551,020 in the October 2023 data and $286,876,797 in the October 2026 data, up 167%.
Total employees: 2 in October 2023 and 3 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 1 to 2.
- Regulatory assets under management went from $260,361,453 to $286,876,797 (+10%).
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 Capital Group Ltd (CRD 120459): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/lynx-capital-group-ltd-120459