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LINCOLN FINANCIAL INVESTMENTS CORPORATION
CRD 108881File 801-23411
APPROVED
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.