Lincoln Financial Group Trust Company, Inc.
$16.2B reported client assets across 8 advisory firms in FY2021 annual amendments
Reported client assets over time
$7.8B
$16.1B
2017
2021
Same-firm comparison: 6 firms that reported Lincoln Financial Group Trust Company, Inc. in both FY2020 and FY2021 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018 are shown but partial — only FY2017: 3 cohort firms, FY2018: 4 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Morningstar Investment Management Llc | $15.0B | $56.1B | 26.7% | 03/24/2022 |
| Pension Consultants Inc | $741M | $5.1B | 14.6% | 03/09/2022 |
| Stegner Investment Associates Inc | $414M | $1.7B | 24.2% | 03/22/2022 |
| Smith Thornton Advisors, Llc | $34.3M | $526M | 6.5% | 03/14/2022 |
| Fiduciary Experts Llc | $5.1M | $705M | 0.7% | 03/31/2022 |
| Truvestments Capital Llc | $1.8M | $283M | 0.6% | 03/29/2022 |
| Matheson & Rock Wealth Management, Llc | $1.0M | $300M | 0.3% | 02/14/2022 |
| Lighthouse Financial Services Inc | $460K | $424M | 0.1% | 02/28/2022 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.