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| Keyboard |
| Lincoln Advisory Group LLC
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|---|---|
| CRD # | 114003 |
| SEC # | 801-60805 |
| CIK # | |
| AUM | 3,222.8 M (2026-03-24) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 312-345-8780 |
| Address | 120 N LaSalle Street Chicago, IL 60602 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 3.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 3.2 |
| By Discretionary | ||
| Discretionary | 1 | 3.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 1 | 3.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional |
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|---|---|---|
|
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NY | 3,323.6 M |
|
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|
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|
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|
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|
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|
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3,218.0 M | |
|
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|
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|
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✚
|
IL | 3,154.5 M |
|
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✚
|
NY | 3,133.2 M |