Institutional
    SEC Registered

    Lincoln Financial Investments Corporation

    Registered investment advisor · Radnor, Pennsylvania · CRD #108881

    Assets Under Management
    $102.1B
    Client Accounts
    129
    Employees
    86
    CRD Number
    108881
    Registration
    SEC Registered
    Custodian
    State Street Bank And Trust Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Lincoln Financial Investments Corporation

    Lincoln National Corporation, also known as Lincoln Financial Group, is a prominent American holding company based in Radnor, Pennsylvania. Founded in 1905 as Lincoln National Life Insurance Company, it has evolved into a Fortune 200 company that operates various insurance and investment management businesses. The company emphasizes integrity and honesty, inspired by Abraham Lincoln, and has achieved significant milestones, including record life insurance sales in 2019 and managing $282 billion

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Lincoln Financial Investments Corporation

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    Frequently Asked Questions

    What is Lincoln Financial Investments Corporation's AUM?

    Lincoln Financial Investments Corporation reports approximately $102.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Lincoln Financial Investments Corporation headquartered?

    Lincoln Financial Investments Corporation is headquartered in Radnor, Pennsylvania.

    What is Lincoln Financial Investments Corporation's CRD number?

    Lincoln Financial Investments Corporation's CRD number is 108881. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Lincoln Financial Investments Corporation manage?

    Lincoln Financial Investments Corporation manages approximately 129 client accounts according to its latest SEC filing.

    Is Lincoln Financial Investments Corporation SEC registered?

    Yes, Lincoln Financial Investments Corporation is registered with the SEC as an investment adviser with an approved registration status.

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