Fee-only adviser · Newtown, PA
Lynch Asset Management, Inc.
Lynch Asset Management, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with a mailing address in Newtown, Pennsylvania (its office is a private residence, so the street address is not published). On its latest Form ADV, filed February 19, 2026, it reports $331M in regulatory assets under management, 10 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 159938 · SEC file 801-122985 |
| Office | Newtown, PA (mailing address; office not published) |
| Phone | (215) 801-1550 |
| Website | lynchassetmanagement.com |
| Regulatory assets under management | $331M |
| Individual clients | 2 non-high-net-worth, 8 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 19, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Newtown
- PW Nova Financial Services LLC $654M
- Innova Wealth Partners, LLC $288M
- Crossgate Wealth Advisors, LLC $272M
- Jmac Enterprises LLC $722M
- 46 Peaks Investment Advisory Group $272M
- Towercrest Capital Management, LLC $718M
See all 10 fee-only advisers in Newtown →
Nearby
- Yardley 3 firms
- Southampton 1 firm
- New Hope 2 firms
- Feasterville 1 firm
- Huntingdon Valley 1 firm
- Lawrenceville 2 firms
- Doylestown 8 firms
- Horsham 1 firm
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