LINCOLN DOUGLAS INVESTMENTS, LLC
Firm details
- Headquarters
- MOUNT VERNON, Ohio
- CRD number
- 155578
- Registered since
- April 17, 2026
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lincoln Douglas Investments, LLC operates as an independent broker-dealer that also provides advisory services to individuals and families. The firm combines brokerage and insurance brokerage functions with financial planning and portfolio management for individual and small-business clients. Its compensation options include a percentage-of-AUM fee schedule as well as hourly and fixed-fee arrangements, reflecting a mix of advisory and transactional revenue streams. The firm is not positioned as an ESG-focused investor and does not serve as a capital allocator to external funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Cash & Cash Equivalents20%
- US Government Bonds10%
- Public Funds/Mutual Funds5%
Owners & executives
1 of 1BRANDON BULLOCK
CFO/FINOPCRD 4617848
Contacts
3 of 26TENESHA HARTGROVE
Registered RepresentativeCRD 4372682
MATTHEW MUELLER
Mergers & AcquisitionsCRD 5078301
BRIAN MOHNEY
CCOCRD 2890043
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MOUNT VERNON, OH
KNOX
Location
MOUNT VERNON, OH
Headquartered in MOUNT VERNON, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- KNOX
- Address
- 1051 Newark Rd
- Time zone
- ET (UTC-5)
- Office locations
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