Lynch & Associates Inc
- Regulatory AUM
- $831M
- Discretionary
- $767M
- Clients
- 696
- Avg AUM / client
- $1.2M
- Accounts
- 1,900
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 517 | $193M | 23.2% |
| High net worth individuals | 164 | $601M | 72.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $7.2M | 0.87% |
| Charitable organizations | Fewer than 5 clients | $7.8M | 0.94% |
| Corporations and other businesses | 15 | $21.7M | 2.61% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Patrick Lynch | Chairman | Nov 1994 (32y) | Less than 5% | |
| Ryan Thomas Lynch | President | CFP Chartered Financial Consultant | Dec 1998 (28y) | 25% – 50% |
| Farless, Jennifer, Lee | Vice President/Chief Compliance Officer | Dec 2013 (13y) | Less than 5% | |
| James Daniel Lynch | Senior Vice President | Chartered Financial Consultant | Dec 2013 (13y) | 25% – 50% |
| Matthew Warren Hampton | Vice President | Jan 2017 (10y) | Less than 5% | |
| Ray, Julia, L | Owner | Dec 2021 (5y) | 25% – 50% | |
| Kenneth Parker | Registered representative | Dec 1998 (28y) | ||
| Joseph O Berry | Registered representative | Oct 2021 (5y) | ||
| Evan James Lynch | Registered representative | Aug 2023 (3y) |
Undisclosed: 0% – 25% 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) | 02/19/2026 | 918 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- National Financial Services (Fidelity) $809M (97% of AUM) Feb 2026
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: Feb 19, 2026.
View current Form ADV (SEC/IAPD) ↗