LINCOLN INVESTMENT ADVISERS, LLC

LINCOLN INVESTMENT ADVISERS, LLC is an SEC-registered investment adviser (CRD 131181). Regulatory assets under management: $1.9M.

Registration

• CRD: 131181
• Type: Registered investment adviser
• Phone: 919-967-5351
• Latest filing: 2026-03-16
• Regulatory AUM: $1.9M
• Discretionary AUM: $1.9M
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 131181 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search