Lincoln Douglas Investments, Llc
- Regulatory AUM
- $131M
- Discretionary
- $124M
- Clients
- 246
- Avg AUM / client
- $531K
- Accounts
- 246
- Employees
- 27
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 246 | $131M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Wholistic Management Inc 401(k) Profit Sharing Plan & Trust Wholistic Management Inc | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brandon Lee Bullock | Cfo, Finop | Oct 2010 (16y) | 10% – 25% | |
| Kenneth Earl Dennis | Ceo | Oct 2010 (16y) | 25% – 50% | |
| Brian Eugene Mohney | Chief Compliance Officer / Amlco | May 2011 (15y) | 10% – 25% | |
| Stephen Christopher Dennis | Registered representative | Jan 2012 (15y) | ||
| Nick Burson | Registered representative | CFP | Apr 2012 (14y) | |
| Terry Lee Hill | Registered representative | Feb 2014 (12y) | ||
| Zachary Stephen Dennis | Registered representative | Mar 2020 (6y) | ||
| Nathaniel Emerson Fowler | Registered representative | Nov 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mansfield, Douglas Marr | General Counsel, Corporate Secretary | Oct 2010 | A | 25% – 50% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Wholistic Management Inc 401(k) Profit Sharing Plan & Trust | Wholistic Management Inc | 242 | $5.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.28 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- National Financial Services (Fidelity) $6.4M (5% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗