Lynch & Associates
Newburgh, IN·SEC-registered · CRD #108326
Lynch & Associates is an SEC-registered investment advisory firm in Newburgh, IN managing $831M across 2.1k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$831M
Client accounts
2.1k
Advisory staff
6
Fee model
Fee-based
How Lynch & Associates is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Lynch & Associates
How much does Lynch & Associates manage?
Per its most recent SEC Form ADV filing (02/19/2026), Lynch & Associates reports $831M in regulatory assets under management across roughly 2.1k client accounts.
How does Lynch & Associates charge?
Lynch & Associates is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Lynch & Associates a fiduciary?
Yes. Lynch & Associates is registered with the U.S. Securities and Exchange Commission (CRD #108326), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Lynch & Associates taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Lynch & Associates and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Lynch & Associates's public SEC Form ADV filing (CRD #108326, filed 02/19/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Lynch & Associates. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Lynch & Associates? Claim this profile.