LINCOLN ADVISORY GROUP, LLC
Legal name: LINCOLN ADVISORS
CRD #114003 SEC #801-60805 CHICAGO, IL 312-345-8780
SEC Registered
Total AUM
$3.2B
Discretionary
$3.2B
Employees
10
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $3.2B | $3.2B | $0 | 10 | 0 |
| Apr 2025 | $3.2B | $3.2B | $0 | 10 | 0 |
| Mar 2025 | $3.2B | $3.2B | $0 | 10 | 0 |
| Mar 2024 | $3B | $3B | $0 | 10 | 0 |
| Aug 2023 | $2.9B | $2.9B | $0 | 11 | 0 |
| Apr 2023 | $2.9B | $2.9B | $0 | 11 | 0 |
| Mar 2023 | $2.9B | $2.9B | $0 | 11 | 0 |
| Mar 2022 | $2.3B | $2.3B | $0 | 11 | 0 |
| Mar 2021 | $1.7B | $1.7B | $0 | 8 | 0 |
| Mar 2020 | $1.4B | $1.4B | $0 | 8 | 0 |
| Mar 2019 | $1.2B | $1.2B | $0 | 8 | 0 |
| Jun 2018 | $1B | $1B | $0 | 7 | 0 |
| Mar 2018 | $1B | $1B | $0 | 7 | 0 |
| Sep 2017 | $1B | $1B | $0 | 6 | 1 |
| Mar 2017 | $1B | $1B | $0 | 6 | 1 |
| Mar 2016 | $784.5M | $784.5M | $0 | 6 | 1 |
| Mar 2015 | $735.4M | $735.4M | $0 | 7 | 1 |
| Mar 2014 | $694.9M | $694.9M | $0 | 6 | 1 |
| Jun 2013 | $520.5M | $520.5M | $0 | 6 | 1 |
| Jun 2013 | $520.5M | $520.5M | $0 | 6 | 1 |
| Mar 2013 | $520.5M | $520.5M | $0 | 6 | 1 |
| Mar 2012 | $570.3M | $570.3M | $0 | 1 | 1 |
| May 2010 | $458.6M | $458.6M | $0 | 5 | -- |
| Mar 2009 | $502.2M | $502.2M | $0 | 5 | -- |
| Apr 2007 | $322.6M | $322.6M | $0 | 5 | -- |
| Mar 2007 | $322.6M | $322.6M | $0 | 5 | -- |
| Jun 2005 | $253M | $253M | $0 | 10 | -- |
| Mar 2004 | $181.4M | $181.4M | $0 | 10 | -- |
| Apr 2002 | $145.2M | $145.2M | $0 | 10 | -- |
DateJul 2025
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees10
Clients0
DateApr 2025
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees10
Clients0
DateAug 2023
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees11
Clients0
DateApr 2023
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees8
Clients0
DateJun 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees7
Clients0
DateSep 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees6
Clients1
DateMar 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees6
Clients1
DateMar 2016
Total AUM$784.5M
Discretionary$784.5M
Non-Disc.$0
Employees6
Clients1
DateMar 2015
Total AUM$735.4M
Discretionary$735.4M
Non-Disc.$0
Employees7
Clients1
DateMar 2014
Total AUM$694.9M
Discretionary$694.9M
Non-Disc.$0
Employees6
Clients1
DateJun 2013
Total AUM$520.5M
Discretionary$520.5M
Non-Disc.$0
Employees6
Clients1
DateJun 2013
Total AUM$520.5M
Discretionary$520.5M
Non-Disc.$0
Employees6
Clients1
DateMar 2013
Total AUM$520.5M
Discretionary$520.5M
Non-Disc.$0
Employees6
Clients1
DateMar 2012
Total AUM$570.3M
Discretionary$570.3M
Non-Disc.$0
Employees1
Clients1
DateMay 2010
Total AUM$458.6M
Discretionary$458.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$502.2M
Discretionary$502.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$322.6M
Discretionary$322.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$322.6M
Discretionary$322.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$253M
Discretionary$253M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$181.4M
Discretionary$181.4M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$145.2M
Discretionary$145.2M
Non-Disc.$0
Employees10
Clients--