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FISHER LYNCH CAPITAL, LLC

BURLINGAME, CA · CRD 160694 · IAPD ↗ · fisherlynch.com · 617-406-3124

$9.52BRegulatory AUM
11Advisory reps
24Employees
12Clients
11-25Planning clients
12Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2025 — FISHER LYNCH CAPITAL, LLC moved its main office from SAN MATEO, CA to BURLINGAME, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2025 — FISHER LYNCH CAPITAL, LLC reported RAUM up 25% ($6.42B -> $8.05B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
April 2024 — FISHER LYNCH CAPITAL, LLC reported RAUM up 31% ($4.89B -> $6.42B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2024 — FISHER LYNCH CAPITAL, LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.