LINCOLN ADVISORY GROUP, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 114003). Regulatory assets under management: $3.2B.
Compensation: % of AUM, Performance.
Clients served: Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| JAMES DAWSON CAREY | SOLE MEMBER | GREENWICH, CT |
| Charles Arthur Davis | SOLE MEMBER | — |
| Stephen Nmn Friedman | SOLE MEMBER | — |
| David Jay Wermuth | SOLE MEMBER | — |
| Nicolas David Zerbib | SOLE MEMBER | — |
| Gary Francis Kobus | PRESIDENT | — |
| Shawn Milton Bernhardt | CHIEF COMPLIANCE OFFICER | — |
| DAVIS JAMES ARTHUR | SOLE MEMBER | — |
| COURTWRIGHT GREGORY S | CHIEF COMPLIANCE OFFICER; CO-TRUSTEE OF LIMITED PARTNER WCD GS TRUST; DIRECTOR OF LINCOLN GP ADVISORY GROUP, INC. (+5 more) | — |
| POGUE ALFRED MACK | LIMITED PARTNER; SHAREHOLDER | — |
| GRISSIM JOHN BRADFORD | LIMITED PARTNER; VICE PRESIDENT | — |
| KUHLMANN TOM | CO-TRUSTEE; CO-TRUSTEE OF LIMITED PARTNER, DUVALL CHILDREN'S 1987 TRUST; OWNER | — |
| WALTER JOHN | CO-TRUSTEE; CO-TRUSTEE OF LIMITED PARTNER, DUVALL CHILDREN'S 1987 TRUST; OWNER | — |
| KOBUS GARY | LIMITED PARTNER; PRESIDENT | — |
| BAKER BUDDY | VICE PRESIDENT/ASST. SECRETARY | — |
| DUVALL WILLIAM CLAYBORNE | CO-TRUSTEE OF LIMITED PARTNER WCD GS TRUST; TRUSTEE | — |
| CAREY JAMES DAWSON | SOLE MEMBER | — |
| WERMUTH DAVID JAY | SOLE MEMBER | — |
| ZERBIB NICOLAS DAVID | SOLE MEMBER | — |
| DAVIS MELISSA ANN | VICE PRESIDENT/TREASURER/SECRETARY | — |
| FRIEDMAN STEPHEN NMN | SOLE MEMBER | — |
| EVERETT LEIGH ANN | ASST. SECRETARY | — |
| WOJKOWSKI TRACY LYNNE | CHIEF COMPLIANCE OFFICER | — |
| BERNHARDT SHAWN MILTON | CHIEF COMPLIANCE OFFICER | — |
| KOBUS GARY FRANCIS | PRESIDENT | — |