Lynx Investment Advisory provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Lynx Investment Advisory reports 236 clients. They include 117 individual clients, 97 high-net-worth individuals and 13 other clients. Of its assets, 32.4% ($361M across 186 accounts) are managed with discretion; $754M across 50 accounts are not. Of its clients, 1% are outside the U.S. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 6% |
| High-net-worth individuals | 41% | 75% |
| Pension and profit-sharing plans | 2% | <1% |
| Charitable organizations | 2% | 5% |
| Other | 6% | 13% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 117 | $69.4M | 6.2% | $593K |
| High-net-worth individuals | 97 | $834M | 74.8% | $8.59M |
| Pension and profit-sharing plans | 4 | $9.21M | 0.8% | $2.3M |
| Charitable organizations | 5 | $52M | 4.7% | $10.4M |
| Other | 13 | $150M | 13.5% | $11.6M |
| Total | 236 | $1.11B | 100% | $4.72M |
- Clients
- 117
- Regulatory AUM
- $69.4M
- AUM share
- 6.2%
- Avg. per client
- $593K
- Clients
- 97
- Regulatory AUM
- $834M
- AUM share
- 74.8%
- Avg. per client
- $8.59M
- Clients
- 4
- Regulatory AUM
- $9.21M
- AUM share
- 0.8%
- Avg. per client
- $2.3M
- Clients
- 5
- Regulatory AUM
- $52M
- AUM share
- 4.7%
- Avg. per client
- $10.4M
- Clients
- 13
- Regulatory AUM
- $150M
- AUM share
- 13.5%
- Avg. per client
- $11.6M
Total
- Clients
- 236
- Regulatory AUM
- $1.11B
- AUM share
- 100%
- Avg. per client
- $4.72M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Lynx Investment Advisory charges 0.50%–1.00% a year for its Consulting Services Fees. The fee is billed in advance and is negotiable.
Fee details and sources
Cig Capital Holdings Inc. owns 75% or more of Lynx Investment Advisory and is in turn owned by Farassein Inc. (75% or more). The leadership team of Lynx Investment Advisory includes President Kara Lilian, Chief Investment Officer Vipin Sahijwani and Chief Operating Officer Lara Hines. It has 13 employees, 10 of them in advisory roles.
Leadership
- Kara LilianVice President/Chief Compliance Officer
- Vipin SahijwaniCEO, President, and Chief Investment Officer
- Lara HinesManaging Director/Chief Operating Officer
- Roger DesaiManaging Director - Consulting
- Adrian KutkoManaging Director
Investment adviser representatives
11 representatives listed in the SEC register as of 9 October 2026.
- Fadoua Arif
- Carolyn Bella Catlin
- Anthony Henry Cortina
- Roger Sudhir Desai
- Adrian Bohdan Kutko
- Kara Ann Lilian
- Aina Moliner I Serra
- Peter Metodiev Pavlov
- Vipin (NMN) Sahijwani
- Kishore Shah
- Stephen Michael Wintermeier
Staff
- 13 employees
- 10 in advisory functions
- 9 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Lynx Investment Advisory, LLC
Cig Capital Holdings Inc.
Control person · since September 2014
- Owns 75% or more of Cig Capital Holdings Inc.
Farassein Inc.
Control person · since August 2014
- Owns 75% or more of Farassein Inc.
Bahaa El-Hariri
Control person · since August 2014
- Owns 5% to 10% of Lynx Investment Advisory, LLC
Vipin Sahijwani
Control person · since September 2014
Lynx Investment Advisory’s regulatory assets grew from $844M (March 2021) to $1.11B (April 2026); clients rose from 84 to 236 and employees from 11 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $1.11B | 236 | 13 | 2 |
| March 2025 | $1.3B | 244 | 12 | 2 |
| March 2024 | $1.08B | 231 | 12 | 2 |
| March 2023 | $896M | 229 | 12 | 2 |
| March 2022 | $1.07B | 284 | 12 | 1 |
| March 2021 | $844M | 84 | 11 | 1 |
Besides its headquarters, Lynx Investment Advisory has 1 office, with 2 listed addresses in District of Columbia and Maryland.
District of Columbia · 1 listed address
- 1100 Connecticut Avenue, NW, Suite 300, WashingtonHQ
Maryland · 1 listed address
- 8850 Columbia 100 Parkway, Columbia
Contact and registration details
- Legal name
- Lynx Investment Advisory, LLC
- Headquarters
- 1100 Connecticut Avenue, NW, Suite 300, Washington, DC 20036
- Website
- lynxinvestment.com
- Phone
- 202-833-3700
- @lynx-investment-advisory
- SEC file
- 801-54969
- Founded
- 1992
- Structure
- Maryland LLC
- Fiscal year end
- December
Lynx Investment Advisory uses Charles Schwab ($318M, 52%) and Fidelity ($297M, 48%) as custodians for its separately managed accounts. Lynx Investment Advisory has custody of $143M in client assets for 41 clients.
- FidelityFidelity Distributors Company LLC · Covington, KY · $297M48%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $318M52%
At year end, Lynx Investment Advisory’s separately managed accounts were mostly in funds (50%) and bonds (30%). Its reported 13F holdings for the quarter ended 30 June 2026 total $305M across 230 positions; the largest are Invesco S&P 500 Quality ETF (4.2%), Apple Inc. (3.2%) and iShares Intl Dividend Growth ETF (2.9%).
What the accounts hold
- Stocks13%
- Funds50%
- Registered funds44%
- Pooled vehicles6%
- Bonds30%
- Investment grade corporate bonds21%
- Sovereign bonds4%
- State and local bonds3%
- U.S. government and agency bonds2%
- Cash7%
Reported 13F holdings
- $305M
- Reported 13F value
- 230
- Positions
- 26.0%
- In the 10 largest
- +45.9%
- Value vs. prior quarter
- Invesco S&P 500 Quality ETFETF4.2%
- Apple Inc.3.2%
- iShares Intl Dividend Growth ETFETF2.9%
- Vanguard FTSE Dev Mkts ETF (vea)ETF2.7%
- SPDR S&P 500 ETFETF2.5%
- Dimensional International Core Equity Market ETFETF2.3%
- iShares Core S&P Mid-cap ETFETF2.3%
- Proshares S&P 500 Dividend Aristocrats ETFETF2.1%
- SPDR Gold Shares ETFETF2.0%
- SPDR Gold Minishares Trust OF Beneficial InterestETF1.9%
Together, the ten largest are 26.0% of reported value.
How many clients does Lynx Investment Advisory have?
Lynx Investment Advisory has 236 clients and manages $1.11 billion for them, as of April 2026. They include 117 individual clients, 97 high-net-worth individuals and 13 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 April 2026
What services does Lynx Investment Advisory offer?
Lynx Investment Advisory provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Lynx Investment Advisory charge?
Lynx Investment Advisory charges 0.50%–1.00% a year for its Consulting Services Fees. The fee is billed in advance and is negotiable.
Source: LYNX INVESTMENT ADVISORY FORM ADV PART 2A - MARCH 2026, filed 26 March 2026
Which custodians does Lynx Investment Advisory use?
Lynx Investment Advisory’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $318M and Fidelity Distributors Company LLC (Covington, KY), with $297M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 April 2026
How many financial advisors does Lynx Investment Advisory have?
Lynx Investment Advisory has 9 investment adviser representatives registered with state securities authorities, out of 13 employees, and 10 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lynx Investment Advisory invest in?
At the end of its last fiscal year, Lynx Investment Advisory’s separately managed accounts held 44% registered funds (mutual funds, ETFs, BDCs), 21% investment grade corporate bonds, 13% exchange-traded equities, 7% cash and equivalents, 6% pooled vehicles (private funds and similar), 4% sovereign bonds, 3% state and local bonds and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lynx Investment Advisory?
Lynx Investment Advisory is owned through a chain of holding companies by Bahaa El-Hariri. Its direct owners are Vipin Sahijwani (5% to 10%) and Cig Capital Holdings Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 April 2026
How does Lynx Investment Advisory get paid?
Lynx Investment Advisory is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Lynx Investment Advisory registered with the SEC?
Yes, Lynx Investment Advisory has been registered with the SEC as an investment adviser since 17 October 1997. Its CRD number is 111814 and its SEC file number is 801-54969.
Source: Form ADV Part 1A, Item 1, filed 9 April 2026; IAPD firm record
How do I contact Lynx Investment Advisory?
Lynx Investment Advisory’s main office is at 1100 Connecticut Avenue, NW, Suite 300, Washington, DC 20036. Its phone number is 202-833-3700. Its website is lynxinvestment.com.