Lincoln Advisory Group, LLC

RIASEC RegisteredEst. 2001

Total AUM

$3.2B

Discretionary

$3.2B

100% of AUM

Avg account

$3.2B

Accounts

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 114003
Registered since: December 28, 2001
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government100%
Services: Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lincoln Advisory Group, LLC is an SEC-registered investment advisor organized as an LLC and in business since 2001. The firm provides portfolio management services directed at businesses or institutional mandates rather than retail households. Its reported activities and affiliations include acting as a broker and as a sponsor/GP/managing member of pooled investment vehicles, and it identifies a related adviser relationship, which suggests it operates alongside affiliated entities for advisory or sponsor roles. Lincoln does not describe itself as an active ESG investor, and it is not registered as a multistate adviser. Its compensation model combines a percentage-of-AUM fee with performance-based fees.