Linx Equities, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Linx Equities, LLC is a single-advisor registered investment adviser that provides discretionary portfolio management and investment consulting to individuals, high-net-worth clients, and trusts, estates, and charitable organizations. It manages roughly $43.5 million in client assets and also offers hourly financial planning and limited consulting engagements.
The firm’s sole investment professional conducts client-specific asset-allocation planning using fundamental analysis and occasional technical analysis, relying on research tools such as Morningstar and YCharts to identify and monitor holdings. Portfolios are managed with an emphasis on long-term buy-and-hold strategies (with the ability to implement short-term trades and periodic rebalancing) and include guidance on conservative money management, debt reduction, and coordination with clients’ other advisors.
Notably for a small independent adviser, Linx explicitly accepts high-net-worth and institutional-style clients (trusts, estates, charitable organizations) while imposing no account minimums, and the adviser personally performs all research and trade decision-making. The firm also discloses receipt of research or execution-related services from brokers (soft-dollar benefits), typically recommends brokers without directing client choice, and does not accept proxy-voting authority for client securities.
Client services
Expertise
Fee options
$0 - $499,999: 2.00% per year $500,000 - $999,999: 1.75% per year $1,000,000 - $5,000,000: 1.50% per year $5,000,000+: 1.00% per year
$225.00 per hour
Main office
Scottsdale AZ
Advisors at this office
1
Most active in
Arizona · Minnesota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
Forms ADV
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