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LYNCH FINANCIAL ADVISORS

ROSEVILLE, CA · CRD 342560 · IAPD ↗ · lynchfinancialadvisors.com · 916-772-3103

$112.9MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
September 2026 — LYNCH FINANCIAL ADVISORS, INC is now doing business as LYNCH FINANCIAL ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
August 2026 — LYNCH FINANCIAL ADVISORS, INC (ROSEVILLE, CA) is newly SEC-registered with $108.6M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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