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LINCOLN ADVISORY GROUP, LLC
CRD 114003File 801-60805
APPROVED
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.22B
Top 25% of cohort (national)
Discretionary AUM
$3.22B
Clients
0
1 accounts
Employees
11
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 28, 2001
- Principal office
- 120 N LASALLE STREET, SUITE 2900, CHICAGO, IL, 60602
- Phone
- 312-345-8780
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.22B
- Discretionary AUM
- $3.22B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1
- Non-discretionary accounts
- 0
- Total accounts
- 1
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | Fewer than 5 | $3.22B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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 | 10 | 11 | increased by1 |
| Apr 1, 2026 | AUM | $3,150,121,588 | $3,222,793,844 | increased by$72,672,256 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 10 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,272,998,206 | $3,150,121,588 | increased by$877,123,382 |
| Apr 1, 2022 | Employees | 8 | 11 | increased by3 |
| Apr 1, 2022 | AUM | $1,733,728,528 | $2,272,998,206 | increased by$539,269,678 |
| 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 ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LINCOLN ADVISORY” 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.