AdvisorCensus / Financial advisors / Illinois / Chicago / Lincoln Capital Advisers LLC
Lincoln Capital Advisers LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is Lincoln Capital Advisers LLC compensated?
On its Form ADV (Item 5.E, October 2026), Lincoln Capital Advisers LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Lincoln Capital Advisers LLC located?
Lincoln Capital Advisers LLC's principal office is in Chicago, IL, according to its Form ADV.
Is Lincoln Capital Advisers LLC registered with the SEC or a state?
Lincoln Capital Advisers LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335085.
How much does Lincoln Capital Advisers LLC manage?
Lincoln Capital Advisers LLC reports $150,000,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).
How have Lincoln Capital Advisers LLC's assets and staff changed since 2025?
In the Form ADV data for Lincoln Capital Advisers LLC: Total employees: 6 in October 2025 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Lincoln Capital Advisers LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).
Does Lincoln Capital Advisers LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335085
What changed in Lincoln Capital Advisers LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 6 to 7.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 27, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$150,000,000 as of October 2026, filing dated March 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 7. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $150,000,000 | 7 | March 27, 2026 |
| October 2025 | Not reported | 6 | June 20, 2025 |
Total employees: 6 in October 2025 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 6 to 7.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Lincoln Capital Advisers LLC (CRD 335085): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/lincoln-capital-advisers-llc-chicago-il-335085