Lynch Financial Advisors, Inc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 342560
· SEC file 801-136715
· Roseville, CA
· x.com
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ADV data as of Aug 24, 2026
- Regulatory AUM
- $113M
- Discretionary
- $113M
- Clients
- 119
- Avg AUM / client
- $949K
- Accounts
- 442
- Employees
- 3
AUM over time
$109M
$113M
Jun 11, 2026
Aug 24, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 113 | $40.2M | 35.6% |
| High net worth individuals | Fewer than 5 clients | $67.1M | 59.5% |
| Pension and profit sharing plans | 6 | $5.6M | 4.96% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 892 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 24, 2026.
View current Form ADV (SEC/IAPD) ↗