← Directory
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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 1,293 | 1,238 | decreased by55 |
| Apr 1, 2026 | Clients | 137,534 | 138,369 | increased by835 |
| Apr 1, 2026 | AUM | $18,904,482,714 | $21,994,851,422 | increased by$3,090,368,708 |
| Apr 1, 2026 | Accounts | 201,292 | 199,383 | decreased by1,909 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1,314 | 1,293 | decreased by21 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 132,270 | 137,534 | increased by5,264 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $17,732,411,365 | $18,904,482,714 | increased by$1,172,071,349 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 188,491 | 201,292 | increased by12,801 |
| Apr 1, 2022 | Employees | 1,317 | 1,314 | decreased by3 |
| Apr 1, 2022 | Clients | 125,481 | 132,270 | increased by6,789 |
| Apr 1, 2022 | AUM | $15,286,555,211 | $17,732,411,365 | increased by$2,445,856,154 |
| Apr 1, 2022 | Accounts | 178,912 | 188,491 | increased by9,579 |
| 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 INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LINCOLN INVESTMENT” 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.