LINCOLN FINANCIAL INVESTMENTS CORPORATION
CRD #108881 SEC #801-23411 RADNOR, PA 484-583-2607
SEC Registered Private Funds
Total AUM
$95.9B
Discretionary
$95.9B
Employees
123
Clients
--
Accounts
130
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $95.9B | $95.9B | $0 | 123 | 0 |
| Sep 2025 | $95.9B | $95.9B | $0 | 123 | 0 |
| Mar 2025 | $95.9B | $95.9B | $0 | 123 | 0 |
| Sep 2024 | $85.6B | $85.6B | $0 | 124 | 0 |
| Jun 2024 | $85.6B | $85.6B | $0 | 124 | 0 |
| Mar 2024 | $85.6B | $85.6B | $0 | 124 | 0 |
| Dec 2023 | $82.8B | $82.8B | $0 | 115 | 0 |
| Aug 2023 | $82.8B | $82.8B | $0 | 115 | 0 |
| Apr 2023 | $82.8B | $82.8B | $0 | 115 | 0 |
| Mar 2023 | $82.8B | $82.8B | $0 | 115 | 0 |
| Mar 2022 | $92.7B | $92.7B | $0 | 109 | 0 |
| Feb 2022 | $82.8B | $82.8B | $0 | 117 | 0 |
| Nov 2021 | $82.8B | $82.8B | $0 | 117 | 0 |
| Mar 2021 | $82.8B | $82.8B | $0 | 117 | 0 |
| Mar 2020 | $77.8B | $77.8B | $0 | 111 | 0 |
| Mar 2019 | $70.8B | $70.8B | $0 | 102 | 0 |
| Mar 2018 | $73.3B | $73.3B | $0 | 100 | 0 |
| May 2017 | $66.3B | $66.3B | $0 | 95 | 200 |
| Mar 2017 | $69.4B | $69.4B | $0 | 95 | 200 |
| Nov 2016 | $64.4B | $64.4B | $0 | 100 | 200 |
| May 2016 | $64.4B | $64.4B | $0 | 100 | 200 |
| Mar 2016 | $64.4B | $64.4B | $0 | 100 | 200 |
| Oct 2015 | $65.3B | $65.3B | $0 | 99 | 200 |
| Aug 2015 | $65.3B | $65.3B | $0 | 99 | 200 |
| Mar 2015 | $65.3B | $65.3B | $0 | 99 | 200 |
| Mar 2014 | $55.5B | $55.5B | $0 | 81 | 200 |
| Mar 2013 | $38.3B | $38.3B | $0 | 72 | 200 |
| Mar 2012 | $28.8B | $28.8B | $0 | 11 | 200 |
| Aug 2011 | $29.7B | $29.7B | $0 | -- | -- |
| Mar 2011 | $20.8B | $20.8B | $0 | -- | -- |
| Mar 2009 | $10.4B | $10.4B | $0 | -- | -- |
| Mar 2008 | $14.2B | $14.2B | $0 | -- | -- |
| Mar 2007 | $1.3B | $0 | $1.3B | 10 | -- |
| Dec 2006 | $1.2B | $0 | $1.2B | -- | -- |
| Mar 2006 | $1.2B | $0 | $1.2B | -- | -- |
| Jun 2005 | $1.1B | $0 | $1.1B | -- | -- |
| Jul 2004 | $1.1B | $0 | $1.1B | -- | -- |
| Apr 2002 | $1.2B | $0 | $1.2B | 10 | -- |
DateNov 2025
Total AUM$95.9B
Discretionary$95.9B
Non-Disc.$0
Employees123
Clients0
DateSep 2025
Total AUM$95.9B
Discretionary$95.9B
Non-Disc.$0
Employees123
Clients0
DateMar 2025
Total AUM$95.9B
Discretionary$95.9B
Non-Disc.$0
Employees123
Clients0
DateSep 2024
Total AUM$85.6B
Discretionary$85.6B
Non-Disc.$0
Employees124
Clients0
DateJun 2024
Total AUM$85.6B
Discretionary$85.6B
Non-Disc.$0
Employees124
Clients0
DateMar 2024
Total AUM$85.6B
Discretionary$85.6B
Non-Disc.$0
Employees124
Clients0
DateDec 2023
Total AUM$82.8B
Discretionary$82.8B
Non-Disc.$0
Employees115
Clients0
DateAug 2023
Total AUM$82.8B
Discretionary$82.8B
Non-Disc.$0
Employees115
Clients0
DateApr 2023
Total AUM$82.8B
Discretionary$82.8B
Non-Disc.$0
Employees115
Clients0
DateMar 2023
Total AUM$82.8B
Discretionary$82.8B
Non-Disc.$0
Employees115
Clients0
DateMar 2022
Total AUM$92.7B
Discretionary$92.7B
Non-Disc.$0
Employees109
Clients0
DateFeb 2022
Total AUM$82.8B
Discretionary$82.8B
Non-Disc.$0
Employees117
Clients0
DateNov 2021
Total AUM$82.8B
Discretionary$82.8B
Non-Disc.$0
Employees117
Clients0
DateMar 2021
Total AUM$82.8B
Discretionary$82.8B
Non-Disc.$0
Employees117
Clients0
DateMar 2020
Total AUM$77.8B
Discretionary$77.8B
Non-Disc.$0
Employees111
Clients0
DateMar 2019
Total AUM$70.8B
Discretionary$70.8B
Non-Disc.$0
Employees102
Clients0
DateMar 2018
Total AUM$73.3B
Discretionary$73.3B
Non-Disc.$0
Employees100
Clients0
DateMay 2017
Total AUM$66.3B
Discretionary$66.3B
Non-Disc.$0
Employees95
Clients200
DateMar 2017
Total AUM$69.4B
Discretionary$69.4B
Non-Disc.$0
Employees95
Clients200
DateNov 2016
Total AUM$64.4B
Discretionary$64.4B
Non-Disc.$0
Employees100
Clients200
DateMay 2016
Total AUM$64.4B
Discretionary$64.4B
Non-Disc.$0
Employees100
Clients200
DateMar 2016
Total AUM$64.4B
Discretionary$64.4B
Non-Disc.$0
Employees100
Clients200
DateOct 2015
Total AUM$65.3B
Discretionary$65.3B
Non-Disc.$0
Employees99
Clients200
DateAug 2015
Total AUM$65.3B
Discretionary$65.3B
Non-Disc.$0
Employees99
Clients200
DateMar 2015
Total AUM$65.3B
Discretionary$65.3B
Non-Disc.$0
Employees99
Clients200
DateMar 2014
Total AUM$55.5B
Discretionary$55.5B
Non-Disc.$0
Employees81
Clients200
DateMar 2013
Total AUM$38.3B
Discretionary$38.3B
Non-Disc.$0
Employees72
Clients200
DateMar 2012
Total AUM$28.8B
Discretionary$28.8B
Non-Disc.$0
Employees11
Clients200
DateAug 2011
Total AUM$29.7B
Discretionary$29.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$20.8B
Discretionary$20.8B
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$10.4B
Discretionary$10.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$14.2B
Discretionary$14.2B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees10
Clients--
DateDec 2006
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees--
Clients--
DateMar 2006
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees--
Clients--
DateJun 2005
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees--
Clients--
DateJul 2004
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees--
Clients--
DateApr 2002
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees10
Clients--