Lynx Investment Advisory, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $361M
- Clients
- 236
- Avg AUM / client
- $4.7M
- Accounts
- 236
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Apr 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 117 | $69.4M | 6.22% |
| High net worth individuals | 97 | $834M | 74.8% |
| Pension and profit sharing plans | 4 | $9.2M | 0.83% |
| Charitable organizations | 5 | $52.0M | 4.67% |
| Other | 13 | $150M | 13.5% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kara Ann Lilian | Vice President/Chief Compliance Officer | Jan 2005 (22y) | Less than 5% | |
| Adrian Bohdan Kutko | Managing Director | Jan 2007 (20y) | Less than 5% | |
| Heather Tracey Errigo | Managing Director Consulting | CFP CFA | Jan 2007 (20y) | Less than 5% |
| Hines, Lara, Caroline | Managing Director/Chief Operating Officer | Mar 2007 (19y) | Less than 5% | |
| El Hariri, Bahaa, Rafic | Sole Owner | Aug 2014 (12y) | 75% or more of Farassein, Inc. (indirect) | |
| Vipin (Nmn) Sahijwani | Ceo, President, And Chief Investment Officer | CFA | Sep 2014 (12y) | 5% – 10% |
| Roger Sudhir Desai | Managing Director Consulting | Dec 2021 (5y) | Less than 5% | |
| Kishore Shah | Registered representative | Chartered Financial Consultant | Dec 2021 (5y) | |
| Peter Metodiev Pavlov | Registered representative | Jan 2022 (5y) | ||
| Fadoua Arif | Registered representative | Mar 2024 (2y) | ||
| Aina Moliner I Serra | Registered representative | Aug 2024 (2y) | ||
| Anthony Henry Cortina | Registered representative | CFP | Jun 2025 (1y) | |
| Carolyn Bella Catlin | Registered representative | CFP | Apr 2026 (0y) | |
| Stephen Michael Wintermeier | Registered representative | CFP | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cig Capital Holdings Inc. | Managing Member | Sep 2014 | A | 75% or more |
| Farassein Inc. | Sole Owner | Aug 2014 | B | 75% or more of Cig Capital Holdings, Inc. (indirect) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/09/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $318M (29% of AUM) Apr 2026
- Fidelity Distributors Company Llc $297M (27% of AUM) Apr 2026
- Fidelity Investments Institutional Services Company, Inc. $219M (30% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 09, 2026.
View current Form ADV (SEC/IAPD) ↗