{"url":"https://nivawealth.com/firms/lynx-advisory-partners-326594","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/326594","regulatoryAum":221366192,"crd":"326594","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7363229","suffix":null,"lastName":"Del Rio","firstName":"Ernesto","middleName":null},{"crd":"5408505","suffix":null,"lastName":"GONZALEZ DE CASTILLA","firstName":"MIGUEL","middleName":null},{"crd":"7479781","suffix":null,"lastName":"Montero","firstName":"Gonzalo","middleName":null}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-06-12","regulatoryAum":0,"clients":0,"employees":1,"offices":1},{"filedOn":"2024-02-20","regulatoryAum":163559729,"clients":82,"employees":5,"offices":1},{"filedOn":"2025-03-14","regulatoryAum":214768605,"clients":97,"employees":6,"offices":1},{"filedOn":"2026-02-24","regulatoryAum":221366192,"clients":113,"employees":7,"offices":1}],"secFileNumber":"801-128010","legalName":"Lynx Advisory Partners LLC","displayName":"Lynx Advisory Partners","slug":"lynx-advisory-partners-326594","website":"https://lynx-ap.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2023","organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2655 Le Jeune RD, Suite 905","city":"Coral Gables","state":"FL","stateName":"Florida","country":"United States","postalCode":"33134"},"tradeNames":[],"registration":{"secApproved":"6 November 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1958992.8495575222,"staff":{"employees":7,"advisory":6,"brokerDealerReps":0,"insuranceAgents":0,"promoters":3},"aum":{"regulatory":221366192,"discretionary":140757951,"discretionaryAccounts":76,"nonDiscretionary":80608241,"nonDiscretionaryAccounts":37,"wrapProgram":null,"nonUsClientsPct":88,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":47,"regulatoryAum":17275310},{"label":"High-net-worth individuals","clients":66,"regulatoryAum":204090882}],"feePrograms":[{"role":"main","program":"Portfolio Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011463","versionId":1011463,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-02-24","documentName":"ADV 2A LYNX ADVISORY PARTNERS INITIAL","fee_rate_low":1,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:30:20.45331+00:00","documents":[{"name":"ADV 2A LYNX ADVISORY PARTNERS INITIAL","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011463","versionId":1011463,"submittedOn":"2026-02-24"}]},"custodians":[{"name":"Interactive Brokers LLC","shortName":"Interactive Brokers","location":"Greenwich, CT","smaAssets":6837535},{"name":"Morgan Stanley Smith Barney LLC","shortName":"Morgan Stanley","location":"Purchase, NY","smaAssets":125737402},{"name":"Banco Santander International","shortName":"Banco Santander International","location":"Miami, FL","smaAssets":552179},{"name":"Pershing LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":48891437},{"name":"UBS Securities LLC","shortName":"UBS Securities","location":"New York, NY","smaAssets":3782735},{"name":"J.P. Morgan Securities LLC","shortName":"J.P. Morgan","location":"New York, NY","smaAssets":23434153}],"custodyNote":"Lynx Advisory Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Ernesto Del Rio","title":"Member","crd":"7363229"},{"name":"Miguel Gonzalez De Castilla","title":"Member","crd":"5408505"},{"name":"Carlos Maldonado Olivares","title":"Member","crd":"7815908"},{"name":"Jorge Rossell Granados","title":"Managing Director,cco","crd":"7396591"}],"ownership":[{"label":"Jorge Rossell Granados","detail":"Managing director,cco in the 50% to 75% ownership band and a control person, since March 2023."},{"label":"Ernesto Del Rio","detail":"Member in the 10% to 25% ownership band and a control person, since September 2023."},{"label":"Carlos Maldonado Olivares","detail":"Member in the 10% to 25% ownership band and a control person, since September 2023."},{"label":"Miguel Gonzalez De Castilla","detail":"Member in the 5% to 10% ownership band and a control person, since September 2023."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"2655 Le Jeune RD, Suite 905","city":"Coral Gables","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"305-772-7137","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["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)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":33},{"label":"U.S. government/agency bonds","percent":19},{"label":"Investment grade corporate bonds","percent":28},{"label":"Securities issued by registered investment companies or business development companies","percent":11},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":6},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"24 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/326594/PDF/326594.pdf","brochureDate":"24 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011463","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Lynx Advisory Partners have?","answer":"Lynx Advisory Partners has 113 clients and manages $221 million for them, as of February 2026. They include 66 high-net-worth individuals and 47 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lynx Advisory Partners offer?","answer":"Lynx Advisory Partners provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Lynx Advisory Partners charge?","answer":"Lynx Advisory Partners charges 1.00%–2.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.","source":"ADV 2A LYNX ADVISORY PARTNERS INITIAL, filed 24 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Lynx Advisory Partners use?","answer":"Lynx Advisory Partners’ separately managed account assets are held at Morgan Stanley Smith Barney LLC (Purchase, NY), with $126M, Pershing LLC (Jersey City, NJ), with $48.9M, J.P. Morgan Securities LLC (New York, NY), with $23.4M, Interactive Brokers LLC (Greenwich, CT), with $6.84M, UBS Securities LLC (New York, NY), with $3.78M and Banco Santander International (Miami, FL), with $552K. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lynx Advisory Partners have?","answer":"Lynx Advisory Partners has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lynx Advisory Partners invest in?","answer":"At the end of its last fiscal year, Lynx Advisory Partners’ separately managed accounts held 33% exchange-traded equities, 28% investment grade corporate bonds, 19% U.S. government and agency bonds, 11% registered funds (mutual funds, ETFs, BDCs), 6% pooled vehicles (private funds and similar) and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lynx Advisory Partners?","answer":"Lynx Advisory Partners’ direct owners are Jorge Rossell Granados (50% to 75%), Ernesto Del Rio (10% to 25%), Carlos Maldonado Olivares (10% to 25%) and Miguel Gonzalez De Castilla (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 24 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lynx Advisory Partners get paid?","answer":"Lynx Advisory Partners is paid through a percentage of assets under management. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Lynx Advisory Partners?","answer":"Lynx Advisory Partners’ main office is at 2655 Le Jeune RD, Suite 905, Coral Gables, FL 33134. Its phone number is 305-772-7137. Its website is lynx-ap.com.","source":"Form ADV Part 1A, Item 1.F, filed 24 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}