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LINCOLN INVESTMENT
Legal name: LINCOLN INVESTMENT PLANNING, LLC
CRD 519File 801-14059
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$21.99B
Top 10% of cohort (national)
Discretionary AUM
$12.95B
Non-discretionary $9.05B
Clients
138,369
199,383 accounts
Employees
1,238
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 11, 1978
- Principal office
- 601 OFFICE CENTER DRIVE, SUITE 300, FORT WASHINGTON, PA, 19034-3232
- Phone
- 215-887-8111
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $21.99B
- Discretionary AUM
- $12.95B
- Non-discretionary AUM
- $9.05B
- Discretionary accounts
- 103,177
- Non-discretionary accounts
- 96,206
- Total accounts
- 199,383
- AUM per client
- $159K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 181 | $203.0M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | 41 | $38.1M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 4,604 | $4.30B |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 15 | $30.3M |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 133,528 | $17.42B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- Yes
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11A2
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11E2
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.