# Kara Lilian

> Kara Lilian is a fee-only financial advisor at Lynx Investment Advisory in Washington, District of Columbia. Kara focuses on retirement planning, tax planning and estate & legacy planning. Lynx Investment Advisory reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kara-lilian/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Lynx Investment Advisory
- **Based in:** Washington, District of Columbia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $1.11B across 236 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners
- **Works with:** Multi-generational families
- **CRD:** 4861192 (https://adviserinfo.sec.gov/individual/summary/4861192)
- **SEC registration:** Investment adviser representative in DC
- **Exams passed:** Series 65 (2004)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.lynxinvestment.com/

## Frequently asked questions

### Is Kara Lilian a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kara holds no broker registration, and Lynx Investment Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kara charge for financial advice?

Kara's firm, Lynx Investment Advisory, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Kara Lilian based?

Kara Lilian is based in Washington, District of Columbia.

### What does Kara specialize in?

Kara's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Kara works with multi-generational families.

### Is Kara Lilian registered with the SEC?

Yes. Kara Lilian is registered as an investment adviser representative in DC (CRD 4861192), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lynx Investment Advisory manage?

Lynx Investment Advisory reports $1.11B across 236 accounts in assets under management.

### How do I contact Kara Lilian?

Through Kara's website, www.lynxinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4861192): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.lynxinvestment.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.