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LINCOLN FINANCIAL INVESTMENTS CORPORATION
CRD 108881File 801-23411
APPROVED
Filing as of Sep 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$102.10B
Top 10% of cohort (national)
Discretionary AUM
$102.10B
Clients
129
129 accounts
Employees
86
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 1, 1985
- Principal office
- 150 N. RADNOR - CHESTER RD, RADNOR, PA, 19087
- Phone
- 484-583-1404
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $102.10B
- Discretionary AUM
- $102.10B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 129
- Non-discretionary accounts
- 0
- Total accounts
- 129
- AUM per client
- $791.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 12 | $330.1M |
| Investment companies | 114 | $101.47B |
| Pooled investment vehicles | 3 | $301.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 123 | 86 | decreased by37 |
| Apr 1, 2026 | Clients | 130 | 129 | decreased by1 |
| Apr 1, 2026 | AUM | $95,914,317,737 | $102,101,593,397 | increased by$6,187,275,660 |
| Apr 1, 2026 | Accounts | 130 | 129 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 109 | 123 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 126 | 130 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $92,749,834,562 | $95,914,317,737 | increased by$3,164,483,175 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 126 | 130 | increased by4 |
| Apr 1, 2022 | Employees | 117 | 109 | decreased by8 |
| Apr 1, 2022 | Clients | 109 | 126 | increased by17 |
| Apr 1, 2022 | AUM | $82,825,197,437 | $92,749,834,562 | increased by$9,924,637,125 |
| Apr 1, 2022 | Accounts | 109 | 126 | increased by17 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LINCOLN FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LINCOLN FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.