Data / Investment advisers / Indiana / Lynch & Associates
Lynch & Associates, Newburgh, IN: $831 million AUM, SEC registered investment adviser
Lynch & Associates is an SEC registered investment adviser with its main office in Newburgh, Indiana and reports $831 million in regulatory assets under management in its Form ADV filed February 19, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 108326
- SEC file number
- 801-47981
- SEC status
- Approved, effective December 5, 1994
- Legal name
- Lynch & Associates Inc
- Main office
- 10644 Newburgh Rd Sr 662, Newburgh, IN 47630
- Phone
- (812) 853-0878
- Website
- lnaonline.com
- Regulatory AUM
- $831,128,783 in the Form ADV filed February 19, 2026
- Discretionary AUM
- $767,466,475
- Non discretionary AUM
- $63,662,308
- Accounts
- 1,900
- Employees
- 7, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 164 | $601.3 million |
| Individuals (other than high net worth individuals) | 517 | $193.1 million |
| Corporations or other businesses | 15 | $21.7 million |
| Charitable organizations | Fewer than 5 | $7.8 million |
| Pension and profit sharing plans | Fewer than 5 | $7.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $831.1 million | February 19, 2026 |
| December 1, 2025 | $741.5 million | March 11, 2025 |
Other advisers in Indiana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Walter Keenan Wealth Management | South Bend | $983.3 million | Not listed | adviserinfo.sec.gov |
| Ami Investment Management Inc | Kendallville | $963.6 million | Not listed | adviserinfo.sec.gov |
| Smi Advisory Services, LLC | Columbus | $949 million | Not listed | adviserinfo.sec.gov |
| Galecki Financial Management Inc | Fort Wayne | $929.5 million | Not listed | adviserinfo.sec.gov |
| Atlas Capital Management Corp | Ft Wayne | $869.8 million | Not listed | adviserinfo.sec.gov |
| Hurlow Wealth Management Group, Inc. | Bloomington | $794.4 million | Not listed | adviserinfo.sec.gov |
| Sycamore Financial Group | Kokomo | $787.4 million | Not listed | adviserinfo.sec.gov |
| Market Street Wealth Management Advisors, LLC | Indianapolis | $776 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Indiana
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Lynch & Associates on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.