Data / Investment advisers / Pennsylvania / Lynch Investment Planning, LLC
Lynch Investment Planning, LLC, Newtown Square, PA: $143 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Lynch Investment Planning, LLC is an SEC registered investment adviser with its main office in Newtown Square, Pennsylvania and reports $143 million in regulatory assets under management in its Form ADV filed May 19, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Lynch Investment Planning, LLC (CRD number 115956): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 115956
- SEC file number
- 801-136530
- SEC status
- Approved, effective June 18, 2026
- Main office
- 2 Campus Boulevard Suite 106, Newtown Square, PA 19073
- Phone
- (484) 472-8956
- Regulatory AUM
- $143,250,844 in the Form ADV filed May 19, 2026
- Discretionary AUM
- $133,516,745
- Non discretionary AUM
- $9,734,099
- Accounts
- 410
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 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 | 46 | $100.9 million |
| Individuals (other than high net worth individuals) | 94 | $40.8 million |
| Charitable organizations | Fewer than 5 | $1.6 million |
Other advisers in Newtown Square
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Concentus Wealth Advisors | Newtown Square | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Almanack Investment Partners | Newtown Square | $945.9 million | 5 | adviserinfo.sec.gov |
| Archean Capital Partners II, L.L.C. | Newtown Square | $527.8 million | 2 | adviserinfo.sec.gov |
| Cambrian Capital Management, L.L.C. | Newtown Square | $343.8 million | 2 | adviserinfo.sec.gov |
| Gadsden | Newtown Square | $161.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newtown Square, PA
- Investment advisers in Pennsylvania
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Lynch Investment Planning, LLC on the SEC's adviser search
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.