Lincoln Investment Advisers LLC

CRD 328463SEC# 801-129244Dallas, TX

No longer SEC-registered. Lincoln Investment Advisers LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.

Reg. AUM

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Employees

Accounts

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Location

Dallas, TX

Lincoln Investment Advisers LLC assets under management

Lincoln Investment Advisers LLC is a registered investment adviser overseen by the SEC based in Dallas, TX. It employs 6 people.

View on SEC.gov ↗

Lincoln Investment Advisers LLC owners & executives

22 reported

Name	Title	Ownership	Since
Royal Property Company Borrower LLC Control	Sole Member	Over 75%	2023
Shawn Milton Bernhardt Control	Chief Compliance Officer	Under 5%	2023
CD Trident VI, LLC Control	General Partner	—	2023
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Frequently asked questions

How many employees does Lincoln Investment Advisers LLC have?

Lincoln Investment Advisers LLC reports 6 employees.

Where is Lincoln Investment Advisers LLC located?

Lincoln Investment Advisers LLC is based in Dallas, TX.

Does Lincoln Investment Advisers LLC disclose fund performance?

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

Contact & registration

Address	8111 Douglas Ave, Suite 600, Dallas, TX 75225
Office hours	8:30 a.m. -5:00 p.m.
Discloses disciplinary history	No