Lynk Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. The firm advises 1 private fund.
Lynk Capital Management reports 5 clients. They include 3 pooled investment vehicles and 2 insurance companies. Of its assets, 100.0% ($360M across 5 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 60% | 74% |
| Insurance companies | 40% | 26% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 3 | $266M | 74.1% | $88.8M |
| Insurance companies | 2 | $93.2M | 25.9% | $46.6M |
| Total | 5 | $360M | 100% | $71.9M |
- Clients
- 3
- Regulatory AUM
- $266M
- AUM share
- 74.1%
- Avg. per client
- $88.8M
- Clients
- 2
- Regulatory AUM
- $93.2M
- AUM share
- 25.9%
- Avg. per client
- $46.6M
Total
- Clients
- 5
- Regulatory AUM
- $360M
- AUM share
- 100%
- Avg. per client
- $71.9M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
Lynk Capital Management is paid through a percentage of assets under management and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Lynk Capital Holdings, LLC owns 75% or more of Lynk Capital Management and is in turn owned by Brink Investments, LLC (25–50%) and Repid, LLC (25–50%). The leadership team of Lynk Capital Management includes Chief Financial Officer Matthew Brothers and Chief Compliance Officer Christopher Plummer. It has 6 employees, 3 of them in advisory roles.
Staff
- 6 employees
- 3 in advisory functions
- 1 broker-dealer rep
- Owns 75% or more of Lynk Capital Management Company, LLC
Lynk Capital Holdings, LLC
Control person · since January 2026
- Owns 25% to 50% of Lynk Capital Holdings, LLC
Brink Investments, LLC
Control person · since January 2026
- Owns 75% or more of Brink Investments, LLC
Alexander Fink
Control person · since October 2013
- Owns 25% to 50% of Lynk Capital Holdings, LLC
Repid, LLC
Control person · since January 2026
- Owns 75% or more of Repid, LLC
Benjamin Lyons
Control person · since October 2013
Lynk Capital Management’s regulatory assets grew 1.9× from $187M (March 2024) to $360M (July 2026); clients rose from 1 to 5 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $360M | 5 | 6 | 3 |
| Apr 2025April 2025 | $225M | 3 | 37 | 2 |
| Mar 2024March 2024 | $187M | 1 | 4 | 1 |
Besides its headquarters, Lynk Capital Management has 2 offices (1 private residence, listed without an address), with 2 listed addresses across 2 states.
Florida · 1 listed address
- 748 King Street, JacksonvilleHQ
North Carolina · 1 listed address
- 2301 Sugar Bush Road, Raleigh
Contact and registration details
- Legal name
- Lynk Capital Management Company, LLC
- Headquarters
- 748 King Street, Jacksonville, FL 32204
- Website
- lynkcapital.com
- Phone
- 844-489-8454
- @lynk-capital
- SEC file
- 801-129395
- Structure
- Delaware LLC
- Fiscal year end
- December
Lynk Capital Management’s named custodians for separately managed accounts are US Bank NA ($54.7M, 90%) and Morgan Stanley ($6.4M, 10%). Lynk Capital Management has custody of $266M for 3 clients.
- US Bank NAUS Bank NA · Cincinnati, OH · $54.7M90%
- Morgan StanleyMorgan Stanley Smith Barney LLC · Purchase, NY · $6.4M10%
At year end, Lynk Capital Management’s separately managed accounts were mostly in funds (70%) and bonds (30%).
What the accounts hold
- Funds70%
- Bonds30%
How many clients does Lynk Capital Management have?
Lynk Capital Management has 5 clients and manages $360 million for them, as of July 2026. They include 3 pooled investment vehicles and 2 insurance companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 July 2026
What services does Lynk Capital Management offer?
Lynk Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Lynk Capital Management use?
Lynk Capital Management’s separately managed account assets are held at US Bank NA (Cincinnati, OH), with $54.7M and Morgan Stanley Smith Barney LLC (Purchase, NY), with $6.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 July 2026
How many financial advisors does Lynk Capital Management have?
Lynk Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lynk Capital Management invest in?
At the end of its last fiscal year, Lynk Capital Management’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs) and 30% state and local bonds. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lynk Capital Management?
Lynk Capital Management is owned through a chain of holding companies by Benjamin Lyons and Alexander Fink. Its direct owner is Lynk Capital Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 July 2026
How does Lynk Capital Management get paid?
Lynk Capital Management is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Lynk Capital Management?
Lynk Capital Management’s main office is at 748 King Street, Jacksonville, FL 32204. Its phone number is 844-489-8454. Its website is lynkcapital.com.