Lincoln Investment Advisers, Llc
$155M reported client assets across 2 advisory firms in FY2023 annual amendments
Reported client assets over time
$69.8M
$155M
2020
2023
Same-firm comparison: 2 firms that reported Lincoln Investment Advisers, Llc in both FY2022 and FY2023 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. 2020, 2021 are shown but partial — only FY2020: 1 cohort firms, FY2021: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Atlas Fiduciary Services, Inc. | $85.8M | $254M | 33.8% | 03/11/2024 |
| Kerberrose Wealth Management, Llc | $69.0M | $752M | 9.2% | 03/19/2024 |
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.