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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lynx Investment Advisory offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Lynx Investment Advisory charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Lynx Investment Advisory use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lynx Investment Advisory have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lynx Investment Advisory invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lynx Investment Advisory?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lynx Investment Advisory get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Lynx Investment Advisory registered with the SEC?","answer":"Yes, Lynx Investment Advisory has been registered with the SEC as an investment adviser since 17 October 1997. 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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."}