Lincoln Financial Investments Corporation

Registered investment adviser · Radnor, PA · CRD #108881

Form ADV data as of 2026-09-01

Regulatory assets

$102.10 billion

Total accounts

129

Employees

Disclosure events

Firm details

Website: https://www.lincolnfinancial.com/public/professionals/partnerwithus/lincolnfinancialinvestments
Telephone: 484-583-1404
SEC file number: 801-23411
Most recent Form ADV filing: 2026-03-31
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$102.10 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$102.10 billion
Discretionary accounts	129
Non-discretionary accounts	0
Total accounts	129
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	86
Employees performing investment advisory functions (including research)	18
Employees who are registered representatives of a broker-dealer	14
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under management

Advisory services offered

Portfolio management for investment companiesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers)

Other business activities

Commodity pool operator or commodity trading advisor

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Commodity pool operator or commodity trading advisorTrust companyInsurance company or agencySponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Recommends securities for which it serves as underwriter or general partner
Recommends brokers or dealers to clients

Client types

Type of client	Clients	Assets
Investment companies	114	$101.47 billion
Pooled investment vehicles (other than investment companies and BDCs)	3	$301.2 million
Insurance companies	12	$330.1 million