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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-05-1994
- Office Locations
- 1
Office Locations
About Lynch & Associates
Lynch & Associates is an Indiana-based investment advisory serving individual and institutional investors with personalized portfolio management and planning. The team operates from a single office with an in-house investment committee, using disciplined diversification, strategic asset allocation, and long-term principles, with daily review of assets and account activity plus quarterly reporting and portfolio review meetings. Custody includes Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES DANIEL LYNCH
Registered Investment Advisor, SENIOR VICE PRESIDENT
- CRD
- #4750271
- Ownership
- 25% but less than 50%
RYAN THOMAS LYNCH
President
- CRD
- #2259937
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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Evan James Lynch
Branch Manager
- CRD
- #7790331
KENNETH PARKER
director, Owner
- CRD
- #2898826
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $767,466,475 | $456,825 |
| Non-Discretionary | $63,662,308 | $289,374 |
| Total | $831,128,783 | $437,436 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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