# Lincoln Asset Management

> Lincoln Asset Management is a state-registered investment advisory firm, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 15, 2018.

- CRD: 131192
- Filed as: LINCOLN ASSET MANAGEMENT
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Jersey
- Filing period: October 2026
- Form ADV filing dated: May 15, 2018
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/131192
- AdvisorCensus page: https://advisorcensus.com/firm/lincoln-asset-management-131192

## Quick answers

**How is Lincoln Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Lincoln Asset Management reports these compensation arrangements: a percentage of assets under its management.

**Is Lincoln Asset Management registered with the SEC or a state?**
Lincoln Asset Management is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 131192.

**How much does Lincoln Asset Management manage?**
Lincoln Asset Management reports $2,690,000 in regulatory assets under management in its Form ADV filing dated May 15, 2018 (100% discretionary).

**What types of clients does Lincoln Asset Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5); individuals (other than high net worth individuals) (2).

**Does Lincoln Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/131192

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $2,690,000
- Discretionary: $2,690,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $410,000 |
| High net worth individuals | 5 | $2,280,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lincoln Asset Management (CRD 131192): Form ADV filing data as of October 2026.