# LINCOLN ADVISORY GROUP, LLC

LINCOLN ADVISORY GROUP, LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 114003
- Type: SEC-registered investment adviser
- SEC file number: 801-60805
- Location: 120 N LASALLE STREET, SUITE 2900, CHICAGO, IL, 60602
- Phone: 312-345-8780
- Latest filing: 2026-03-24
- Regulatory AUM: $3.2B
- Discretionary AUM: $3.2B
- Clients: 11
- Accounts: 1

## Business model

- Compensation: % of AUM, Performance
- Clients served: Pooled vehicles

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| [JAMES DAWSON CAREY](https://search.stillhousedata.com/person/506776) | SOLE MEMBER | GREENWICH, CT |
| [Charles Arthur Davis](https://search.stillhousedata.com/person/677173) | SOLE MEMBER | — |
| [Stephen Nmn Friedman](https://search.stillhousedata.com/person/677174) | SOLE MEMBER | — |
| [David Jay Wermuth](https://search.stillhousedata.com/person/677176) | SOLE MEMBER | — |
| [Nicolas David Zerbib](https://search.stillhousedata.com/person/677177) | SOLE MEMBER | — |
| [Gary Francis Kobus](https://search.stillhousedata.com/person/689498) | PRESIDENT | — |
| [Shawn Milton Bernhardt](https://search.stillhousedata.com/person/689499) | CHIEF COMPLIANCE OFFICER | — |
| [DAVIS JAMES ARTHUR](https://search.stillhousedata.com/person/757446) | SOLE MEMBER | — |
| [COURTWRIGHT GREGORY S](https://search.stillhousedata.com/person/759188) | CHIEF COMPLIANCE OFFICER; CO-TRUSTEE OF LIMITED PARTNER WCD GS TRUST; DIRECTOR OF LINCOLN GP ADVISORY GROUP, INC. (+5 more) | — |
| [POGUE ALFRED MACK](https://search.stillhousedata.com/person/762980) | LIMITED PARTNER; SHAREHOLDER | — |
| [GRISSIM JOHN BRADFORD](https://search.stillhousedata.com/person/762981) | LIMITED PARTNER; VICE PRESIDENT | — |
| [KUHLMANN TOM](https://search.stillhousedata.com/person/762982) | CO-TRUSTEE; CO-TRUSTEE OF LIMITED PARTNER, DUVALL CHILDREN'S 1987 TRUST; OWNER | — |
| [WALTER JOHN](https://search.stillhousedata.com/person/762983) | CO-TRUSTEE; CO-TRUSTEE OF LIMITED PARTNER, DUVALL CHILDREN'S 1987 TRUST; OWNER | — |
| [KOBUS GARY](https://search.stillhousedata.com/person/762984) | LIMITED PARTNER; PRESIDENT | — |
| [BAKER BUDDY](https://search.stillhousedata.com/person/771300) | VICE PRESIDENT/ASST. SECRETARY | — |
| [DUVALL WILLIAM CLAYBORNE](https://search.stillhousedata.com/person/771301) | CO-TRUSTEE OF LIMITED PARTNER WCD GS TRUST; TRUSTEE | — |
| [CAREY JAMES DAWSON](https://search.stillhousedata.com/person/771803) | SOLE MEMBER | — |
| [WERMUTH DAVID JAY](https://search.stillhousedata.com/person/771805) | SOLE MEMBER | — |
| [ZERBIB NICOLAS DAVID](https://search.stillhousedata.com/person/771806) | SOLE MEMBER | — |
| [DAVIS MELISSA ANN](https://search.stillhousedata.com/person/791948) | VICE PRESIDENT/TREASURER/SECRETARY | — |
| [FRIEDMAN STEPHEN NMN](https://search.stillhousedata.com/person/793827) | SOLE MEMBER | — |
| [EVERETT LEIGH ANN](https://search.stillhousedata.com/person/807605) | ASST. SECRETARY | — |
| [WOJKOWSKI TRACY LYNNE](https://search.stillhousedata.com/person/813306) | CHIEF COMPLIANCE OFFICER | — |
| [BERNHARDT SHAWN MILTON](https://search.stillhousedata.com/person/845433) | CHIEF COMPLIANCE OFFICER | — |
| [KOBUS GARY FRANCIS](https://search.stillhousedata.com/person/875930) | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114003/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114003/similar
- Related entities: https://search.stillhousedata.com/firm/114003/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114003

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.