LINCOLN ADVISORY GROUP, LLC

Latest filing: Mar 28, 2024 (300 days ago)

AUM

$2,987,339,005
3% change vs. 1 year ago
72% change vs. 3 years ago
144% change vs. 5 years ago
330% change vs. 10 years ago

Employee Count

10
-9% change vs. 1 year ago
25% change vs. 3 years ago
25% change vs. 5 years ago
67% change vs. 10 years ago

Main Office

DALLAS, TX
8111 DOUGLAS AVE, DALLAS, TX, UNITED STATES, 75225

Client AUM

Discretion AUM
Discretionary $3.0
Non-Discretionary $0.0
Total $3.0
Client AUM
Retail $0.0
Pooled $0.0
Institutional $3.0
Total $3.0
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $3.0
Retail SMA AUM $0.0
Institutional SMA AUM $3.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 100% $3.0
Total 100% $3.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
LPC REALTY ADVISORS I, LLC $2.1 112175
LPC COMMERCIAL SERVICES, LLC $0.0 -
LINCOLN PROPERTY COMPANY COMMERCIAL, LLC $0.0 -
LPC WEST, LLC $0.0 -
LINCOLN PROPERTY COMPANY COMMERCIAL SERVICE ENTERPRISES, LLC $0.0 -
LINCOLN INDUSTRIAL MANAGER, LLC $0.0 -
LINCOLN PROPERTY COMPANY OF FLORIDA, LLC $0.0 -
LINCOLN INVESTMENT ADVISERS LLC $0.0 328463

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

23 active

Name Title
KOBUS, GARY, FRANCIS PRESIDENT
BERNHARDT, SHAWN, MILTON CHIEF COMPLIANCE OFFICER
CAREY, JAMES, DAWSON SOLE MEMBER
DAVIS, CHARLES, ARTHUR SOLE MEMBER
FRIEDMAN, STEPHEN, NMN SOLE MEMBER
WERMUTH, DAVID, JAY SOLE MEMBER
ZERBIB, NICOLAS, DAVID SOLE MEMBER

ADVDB.CO • SOURCE: SEC

Representatives

1 active representative found

Name City State Exams Designations
GARY KOBUS DALLAS TX

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-11-01 $3.0 $0.0 0% 10 0 0%
2024-04-02 $3.0 $0.0 0% 10 0 0%
2023-04-04 $2.9 $0.1 3% 11 -1 -9%
2022-04-01 $2.3 $0.7 31% 11 -1 -9%
2021-04-05 $1.7 $1.3 72% 8 2 25%
2020-04-01 $1.4 $1.6 114% 8 2 25%
2019-04-01 $1.2 $1.8 144% 8 2 25%
2018-04-02 $1.0 $2.0 190% 7 3 43%
2017-04-01 $1.0 $2.0 192% 6 4 67%
2016-04-01 $0.8 $2.2 281% 6 4 67%
2015-04-01 $0.7 $2.3 306% 7 3 43%
2014-04-01 $0.7 $2.3 330% 6 4 67%
2013-04-01 $0.5 $2.5 474% 6 4 67%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
TX, IL-04/01/2016, TX-08/07/2023
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV