# LYNCH & ASSOCIATES INC

LYNCH & ASSOCIATES INC of NEWBURGH, IN is an SEC-registered investment adviser.

## Registration

- CRD: 108326
- Type: SEC-registered investment adviser
- SEC file number: 801-47981
- Location: 10644 NEWBURGH RD, SR 662, NEWBURGH, IN, 47630-8845
- Phone: 812-853-0878
- Latest filing: 2026-02-19
- Regulatory AUM: $831.1M
- Discretionary AUM: $767.5M
- Non-discretionary AUM: $63.7M
- Clients: 7
- Accounts: 1,900

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Joseph O Berry | ASSISTANT VICE PRESIDENT | — |
| Ryan Thomas Lynch | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Thomas Patrick Lynch | CHAIRMAN | — |
| James Daniel Lynch | SENIOR VICE PRESIDENT | — |
| Jennifer Lee Farless | VICE PRESIDENT; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Julia L Ray | OWNER | — |
| Matthew Warren Hampton | VICE PRESIDENT | — |
| FOYE JEFFREY WENDORFF | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| LYNCH RYAN THOMAS | CHIEF COMPLIANCE OFFICER/VP; COMPLIANCE OFFICER/VP; PRESIDENT | — |
| LYNCH THOMAS PATRICK | CHAIRMAN; PRESIDENT/TREASURER | — |
| MUMFORD JAMES LEE | SR VP/SECRETARY | — |
| RAMSEY WAYNE CLINTON | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| ROE TIMOTHY WILLIAM | VICE PRESIDENT | — |
| LYNCH JAMES DANIEL | ASSOCIATE; SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| HOPKINS JOHN ZACHARY | ASST VICE PRESIDENT | — |
| FARLESS JENNIFER LEE | ASSOCIATE; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| RAY JULIA L | OWNER | — |
| HAMPTON MATTHEW WARREN | ASSISTANT VICE PRESIDENT; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108326/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108326/similar
- Related entities: https://search.stillhousedata.com/firm/108326/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108326

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.