# Lincoln Financial Investments Corporation > Lincoln Financial Investments Corporation is an SEC-registered investment advisory firm in Radnor, PA, registered since 1985, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 11, 2026. - CRD: 108881 - Filed as: LINCOLN FINANCIAL INVESTMENTS CORPORATION - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Radnor, PA - Filing period: October 2026 - Form ADV filing dated: September 11, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108881 - AdvisorCensus page: https://advisorcensus.com/firm/lincoln-financial-investments-corporation-radnor-pa-108881 ## Quick answers **How is Lincoln Financial Investments Corporation compensated?** On its Form ADV (Item 5.E, October 2026), Lincoln Financial Investments Corporation reports these compensation arrangements: a percentage of assets under its management. **Where is Lincoln Financial Investments Corporation located?** Lincoln Financial Investments Corporation's principal office is in Radnor, PA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F). **Is Lincoln Financial Investments Corporation registered with the SEC or a state?** Lincoln Financial Investments Corporation is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 108881. **How much does Lincoln Financial Investments Corporation manage?** Lincoln Financial Investments Corporation reports $102,101,593,397 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary). **How have Lincoln Financial Investments Corporation's assets and staff changed since 2021?** In the Form ADV data for Lincoln Financial Investments Corporation: Regulatory assets under management: $82,825,197,437 in the October 2021 data and $102,101,593,397 in the October 2026 data, up 23%. Total employees: 117 in October 2021 and 86 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Lincoln Financial Investments Corporation serve?** By number of clients on Form ADV Item 5.D: investment companies (114); insurance companies (12); pooled investment vehicles (other than investment companies and business development companies) (3). **Which custodians does Lincoln Financial Investments Corporation use?** Lincoln Financial Investments Corporation's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists State Street Bank and Trust Company as a custodian holding 10% or more of its separately managed account assets. **Does Lincoln Financial Investments Corporation 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/108881 **What changed in Lincoln Financial Investments Corporation's recent Form ADV filings?** In the October 2026 filing data: Updated its list of owners and control persons (Schedule A). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management ### Custodians (Schedule D, Section 5.K(3)) - State Street Bank and Trust Company 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: $102,101,593,397 - Discretionary: $102,101,593,397 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Investment companies | 114 | $101,470,259,625 | | Pooled investment vehicles (other than investment companies and business development companies) | 3 | $301,196,222 | | Insurance companies | 12 | $330,137,550 | | Other | Fewer than 5 | $0 | ### Advisory services (Item 5.G) - Portfolio management for investment companies (and business development companies) - Portfolio management for pooled investment vehicles (other than investment companies) - Selection of other advisers (including private fund managers) ### Firm details - Registered since: 1985 (41 years) - Employees: 86 total, 18 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: IN, NH, TN - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Other offices (Schedule D, Section 1.F), as of the October 2026 filing - Fort Wayne, IN ### Websites listed on Form ADV (Item 1.I) - lincolnfinancial.com/public/professionals/partnerwithus/lincolnfinancialinvestments ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $82,825,197,437 | 117 | March 26, 2021 | | October 2022 | $92,749,834,562 | 109 | March 25, 2022 | | October 2023 | $82,766,709,648 | 115 | August 30, 2023 | | October 2024 | $85,595,921,962 | 124 | September 4, 2024 | | October 2025 | $95,914,317,737 | 123 | March 25, 2025 | | October 2026 | $102,101,593,397 | 86 | September 11, 2026 | Regulatory assets under management: $82,825,197,437 in the October 2021 data and $102,101,593,397 in the October 2026 data, up 23%. Total employees: 117 in October 2021 and 86 in October 2026. ## Changes in the filing (last 12 months) ### October 2026 - Updated its list of owners and control persons (Schedule A). ### April 2026 - Employees performing advisory functions went from 19 to 18. - Updated its list of owners and control persons (Schedule A). ### December 2025 - Updated its list of owners and control persons (Schedule A). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lincoln Financial Investments Corporation (CRD 108881): Form ADV filing data as of October 2026.