Lynx Capital Group Ltd
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$267,080,898
This total excludes 11 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
60
73% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
60
TypicalAverage account size
$4,451,348
About
Lynx Capital Group, Ltd. provides fee-only, discretionary asset management and investment advice to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and pooled investment vehicles. The firm delivers portfolio management on a percentage‑of‑assets basis and offers tailored strategies including dividend growth, ETF-based global macro tilts, commodity ETF allocations, covered‑call income strategies, and customized bond portfolios.
Lynx combines fundamental and technical analysis to construct and monitor client portfolios, conducting quarterly reviews and reassessments as market conditions change. Its implementation toolkit includes long- and short-term equity positions, margin and short‑sale authority where appropriate, and option-writing strategies (covered, uncovered and spreads); the brochure explicitly discloses use of derivatives in separately managed accounts.
The firm is notable for managing approximately $286.9 million with a single registered advisor, and for its affiliated private‑fund activities: an affiliated entity serves as investment manager to Rampart Funds, LP, a private fund in which about 15% of Lynx clients are invested. Lynx also discloses reliance on AI tools (including recording/transcribing client meetings with an opt‑out) and has expanded its risk disclosures to address political and AI risks; it says these affiliations and tools are governed by its Code of Ethics and compliance procedures to address potential conflicts.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Wealth management
Fee options
Fixed fees may be quoted based on size and number of accounts and services rendered
$0 - $1,000,000: 1.50% $1,000,000 - $1,500,000: 1.0% > $1,500,000+: Negotiable
Account minimum: $500,000 (may be waived at sole discretion of adviser) Minimum fee: Minimum annual fee of $1,500 per account, which may be reduced or waived under certain circumstances Fee-only: Fee-only asset management services based on percentage of assets under management and fixed fees
Main office location
Lynx Capital Group Ltd
Beachwood OH, United States
Number of offices
2
Most active in
Lynx Capital Group Ltd has reported serving >5 clients in these states in the last 12 months.
California · Florida · Michigan · Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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