# Lincoln Douglas Investments, LLC

> Lincoln Douglas Investments, LLC is an SEC-registered investment advisory firm in Mount Vernon, OH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 155578
- Filed as: LINCOLN DOUGLAS INVESTMENTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mount Vernon, OH
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155578
- AdvisorCensus page: https://advisorcensus.com/firm/lincoln-douglas-investments-llc-mount-vernon-oh-155578

## Quick answers

**How is Lincoln Douglas Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lincoln Douglas Investments, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Lincoln Douglas Investments, LLC charge?**
Its Form ADV Part 2A brochure dated March 18, 2026 states: Hourly rate: $200 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Lincoln Douglas Investments, LLC located?**
Lincoln Douglas Investments, LLC's principal office is in Mount Vernon, OH, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Lincoln Douglas Investments, LLC registered with the SEC or a state?**
Lincoln Douglas Investments, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 155578.

**How much does Lincoln Douglas Investments, LLC manage?**
Lincoln Douglas Investments, LLC reports $130,549,335 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (95% discretionary).

**What types of clients does Lincoln Douglas Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (246).

**Which custodians does Lincoln Douglas Investments, LLC use?**
Lincoln Douglas Investments, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Lincoln Douglas Investments, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/155578

**What changed in Lincoln Douglas Investments, LLC's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Hourly rate: $200 an hour (financial planning services)

> Financial planning services may be charged on an hourly or fixed fee arrangement. LDI’s standard rate is $200.00/hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $130,549,335
- Discretionary: $123,592,430
- Non-discretionary: $6,956,905

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 246 | $130,549,335 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 27 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, CO, CT, FL, MI, NM, NY, OH, PA, SC, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/155578

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Delaware, OH

### Websites listed on Form ADV (Item 1.I)
- lincolndouglasinvestments.net
- LinkedIn @brian-mohney-846a598
- LinkedIn @nburson
- LinkedIn @terryhillclu

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lincoln Douglas Investments, LLC (CRD 155578): Form ADV filing data as of October 2026.