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Lincoln Advisory Group, LLC

● SEC registered since 2001CRD 114003SEC# 801-60805Chicago, IL
Export (members)
Reg. AUM
$3.15B
Employees
10
Accounts
1
Location
Chicago, IL

Lincoln Advisory Group, LLC assets under management

Lincoln Advisory Group, LLC is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 2001. It reports $3.2 billion in regulatory assets under management and employs 10 people.
www.lincolnadvisors.comView on SEC.gov ↗

Lincoln Advisory Group, LLC owners & executives

13 reported
NameTitleOwnershipSince
Gary Francis Kobus ControlPresidentUnder 5%2002
Royal Property Company Borrower LLC ControlSole MemberOver 75%2023
Shawn Milton Bernhardt ControlChief Compliance OfficerUnder 5%2017
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Frequently asked questions

How much does Lincoln Advisory Group, LLC manage?

Lincoln Advisory Group, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.

How many employees does Lincoln Advisory Group, LLC have?

Lincoln Advisory Group, LLC reports 10 employees.

Where is Lincoln Advisory Group, LLC located?

Lincoln Advisory Group, LLC is based in Chicago, IL and has been SEC-registered since 2001.

Does Lincoln Advisory Group, LLC disclose fund performance?

Lincoln Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address120 N Lasalle Street, Suite 2900, Chicago, IL 60602
Phone312-345-8780
Office hours8:30 a.m.-5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$3.15B
Non-discretionary$0
Total (RAUM)$3.15B