Lynx Investment Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$902,944,708
Clients
214
Advisors
11
across 4 offices
About
Lynx Investment Advisory provides investment consulting to individual and institutional clients, including high-net-worth individuals, families, trusts, endowments, foundations and retirement plans. Services described in the brochure include investment policy development, asset-allocation advice, third‑party manager selection, account onboarding, performance reporting and ongoing portfolio monitoring.
The firm generally builds customized, multi‑manager portfolios and conducts manager vetting that includes holdings‑based analysis, meetings and investment‑committee approval. Lynx implements recommendations across a range of vehicles — index funds, mutual funds, ETFs, separate account managers and non‑public pooled vehicles — and supports both discretionary model portfolios and non‑discretionary, client‑approved trading; it will occasionally place sell orders without prior consent to raise cash for client checks or to pay advisory fees.
What distinguishes Lynx from many peers is the scale of its non‑discretionary business and its role in private pooled vehicles: as of December 31, 2025 the firm reported approximately $753.9 million in non‑discretionary assets versus roughly $360.6 million discretionary, and it is affiliated with Select Investment Solutions, an adviser that sponsors and manages a multi‑manager private fund that charges performance‑based fees. The firm also discloses fund performance, maintains affiliated advisory entities (including a jointly owned Hinduja‑Lynx vehicle), and describes allocation and governance procedures intended to address potential conflicts arising from affiliated fund recommendations.
Client services
Expertise
Fee options
Fixed fees offered in some cases, negotiated individually.
$0 - $1,000,000: 1.00% per year $1,000,001 - $5,000,000: 0.75% per year $5,000,001 - $20,000,000: 0.60% per year $20,000,001 - $40,000,000: 0.50% per year Above $40,000,000+: Negotiable
Performance-based fees charged by affiliated Select Investment Solutions LLC for the Select Real Asset and Water Fund LLC; not charged on assets allocated to the fund for consulting clients.
Fee-only: Some clients may pay a fixed fee; fees are negotiated on a case-by-case basis.
Main office
See office1100 Connecticut Avenue, NW, Suite 300
Washington DC 20036
Advisors at this office
7
Offices (4)
Washington, DC 1100 Connecticut Avenue, NW Suite 300
1100 Connecticut Avenue, NW Suite 300, Washington, DC 20036
7 advisors
Columbia, MD
8850 Columbia 100 Parkway Suite 306, Columbia, MD 21045
2 advisors
Vienna, VA
Vienna, VA
1 advisor
Washington, DC 1100 Connecticut Avenue, NW Suite 540
1100 Connecticut Avenue, NW Suite 540, Washington, DC 20036
1 advisor
Most active in
California · District of Columbia · Florida · Maryland · Massachusetts · Nebraska · New Hampshire · New York · Ohio · Pennsylvania · Texas · Virginia
Also doing business as
Lepercq Lynx Investment Advisory LLC · Lynx Investment Advisory, LLC · Lynx Investment Advisory,LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Adrian K
Series 63, Series 65
Washington, DC
Lynx Investment Advisory, LLC
Adrian Kutko is a financial advisor at Lynx Investment Advisory, LLC with 22 years of industry experience. He has held his current role at Lynx since 2010. Adrian holds Series 63 and Series 65 licenses. Lynx Investment Advisory serves individual and institutional clients, providing investment consulting, manager research, and portfolio monitoring. The firm builds customized allocations often implemented through third-party managers and also offers a Growth and Income model portfolio option.
Roger D
Series 63, Series 65
Columbia, MD
Lynx Investment Advisory, LLC
Roger Desai is a financial advisor with Lynx Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at several firms, including United Planners Financial Services and The Patriot Financial Group, and serves as adjunct faculty at Howard Community College. Desai is also a vice president of a local condominium association, reflecting involvement in community activities. Lynx Investment Advisory serves individual and institutional clients by providing investment consulting, manager research, and portfolio monitoring. The firm builds customized allocations typically implemented through vetted third-party managers and offers both discretionary and non-discretionary portfolio management.
Kishore S
ChFC®, Series 63, Series 65
Vienna, VA
Lynx Investment Advisory, LLC
Kishore Shah is a financial advisor with Lynx Investment Advisory, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 43 years of industry experience. His prior roles include positions at The Patriot Financial Group, Verus Capital Partners, Indus Financial Group, and Securities America, Inc. Outside of advisory work, he is involved in insurance sales. Lynx Investment Advisory serves individual and institutional clients by providing investment consulting, policy development, manager research, and portfolio monitoring. The firm specializes in customized client allocations implemented primarily through third-party managers selected via detailed due diligence and offers both discretionary and non-discretionary portfolio management.
Stephen W
CFP®, Series 66
Washington, DC
Lynx Investment Advisory, LLC
Stephen Wintermeier is a CFP® with 21 years of industry experience, currently serving at Lynx Investment Advisory, LLC. He previously worked at Fenway Financial Advisors, LLC for 20 years. He is the author of a self-published book titled "Grand Theft Portfolio." Lynx Investment Advisory provides investment consulting to individual and institutional clients, focusing on customized multi-manager portfolios and comprehensive manager vetting. The firm manages both discretionary and non-discretionary assets, serving high-net-worth individuals, families, trusts, endowments, foundations, and retirement plans.
Fadoua A
Series 65
Washington, DC
Lynx Investment Advisory, LLC
Fadoua Arif is a financial advisor at Lynx Investment Advisory, LLC, holding a Series 65 designation with two years of industry experience. Prior to joining Lynx in 2022, Arif worked at Zeitnot Consulting and Silk Invest. Lynx Investment Advisory provides investment consulting to individual and institutional clients, including high-net-worth individuals, families, trusts, endowments, foundations, and retirement plans. The firm offers customized, multi-manager portfolios and utilizes a range of investment vehicles, supporting both discretionary and non-discretionary trading strategies.
Anthony C
CFP®, Series 65
Washington, DC
Lynx Investment Advisory, LLC
Anthony Cortina is a CFP® and holds a Series 65 license with 16 years of industry experience. He has worked at firms including RMB Capital Management LLC and Wolf Group Capital Advisors before joining Lynx Investment Advisory, LLC. Lynx Investment Advisory serves individual and institutional clients by providing investment consulting, manager research, and portfolio monitoring. The firm builds customized allocations typically implemented through third-party managers and offers both discretionary and non-discretionary portfolio management, including advising a multi-manager private fund.
Kara L
Series 65
Washington, DC
Lynx Investment Advisory, LLC
Kara Lilian is a financial advisor at Lynx Investment Advisory, LLC with 21 years of industry experience. She holds the Series 65 designation and has been with Lynx Investment Advisors since 2003. Lynx Investment Advisory serves individual and institutional clients, providing investment consulting, policy development, manager research, and portfolio monitoring. The firm creates customized allocations implemented primarily through third-party managers and offers both discretionary and non-discretionary portfolio management, including advisory services for pooled investment vehicles.
Vipin S
CFA®
Washington, DC
Lynx Investment Advisory, LLC
Vipin Sahijwani is a CFA® charterholder with 18 years of industry experience. He is currently with Select Investment Solutions, LLC and has been associated with Lynx Investment Advisory, LLC since 2007. Select Investment Solutions is an SEC-registered adviser that provides discretionary portfolio management to high-net-worth individuals, families, and institutional clients. The firm manages separate accounts and limited partnership structures, employs multiple distinct investment strategies, and serves as adviser and general partner to a private, multi-manager pooled vehicle.
Peter P
Series 65
Columbia, MD
Lynx Investment Advisory, LLC
Peter Pavlov is a financial advisor with Lynx Investment Advisory, LLC in Columbia, MD, holding a Series 65 credential and bringing four years of industry experience. His prior roles include positions at Select Investment Solutions, PMP Advisors, Silk Invest LTD, and OFI Asset Management. Lynx Investment Advisory serves individual and institutional clients by providing investment consulting, manager research, and portfolio monitoring. The firm creates customized allocations implemented through vetted third-party managers and offers both discretionary and non-discretionary services, managing over $1 billion on a non-discretionary basis as of the end of 2024.
Aina M
Series 65
Washington, DC
Lynx Investment Advisory, LLC
Aina Moliner I Serra is a Series 65-registered advisor at Lynx Investment Advisory, LLC with two years of industry experience. She has worked at Lynx Investment Advisory since 2023 and has prior experience at Select Investment Solutions and Lenior Rhyne University. Lynx Investment Advisory provides investment consulting to individual and institutional clients, including high-net-worth individuals, families, trusts, endowments, foundations, and retirement plans. The firm builds customized multi-manager portfolios, conducts detailed manager vetting, and supports both discretionary and non-discretionary portfolio management, with a significant focus on non-discretionary assets and private pooled vehicles.
Carolyn C
CFP®, Series 63
Washington, DC
Lynx Investment Advisory, LLC
Carolyn Catlin is a CFP®-certified financial advisor at Lynx Investment Advisory, LLC with 10 years of industry experience. She previously worked at Fenway Financial Advisors, LLC from 2015 to 2026. Lynx Investment Advisory provides investment consulting to individual and institutional clients, offering services such as investment policy development, asset allocation advice, and manager selection. The firm builds customized, multi-manager portfolios and manages both discretionary and non-discretionary assets, including involvement with private pooled investment vehicles.
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