Investment adviser · CRD 114003
LINCOLN ADVISORS
Investment adviser filing (IA)
LINCOLN ADVISORY GROUP, LLC
CHICAGO, IL, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $3.22B Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | Fewer than 5 | $3,222,793,844 | 100.0% |
Filing source
Form ADV 2078555 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
120 N LASALLE STREET, SUITE 2900CHICAGO, IL, 60602, United States
CRD 114003
Filing source
Form ADV 2078555 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.