← Tributary

LYNX ADVISORY PARTNERS

CORAL GABLES, FL · CRD 326594 · IAPD ↗ · lynx-ap.com · (305) 772-7137

$221.4MRegulatory AUM
6Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — LYNX ADVISORY PARTNERS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — LYNX ADVISORY PARTNERS reported RAUM up 31% ($163.6M -> $214.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
March 2024 — LYNX ADVISORY PARTNERS reported RAUM up 46% ($112.3M -> $163.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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