# Lincoln Investment Advisers, LLC

> Lincoln Investment Advisers, LLC is a state-registered investment advisory firm in Chapel Hill, NC, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 131181
- Filed as: LINCOLN INVESTMENT ADVISERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chapel Hill, NC
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/131181
- AdvisorCensus page: https://advisorcensus.com/firm/lincoln-investment-advisers-llc-chapel-hill-nc-131181

## Quick answers

**How is Lincoln Investment Advisers, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lincoln Investment Advisers, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lincoln Investment Advisers, LLC located?**
Lincoln Investment Advisers, LLC's principal office is in Chapel Hill, NC, according to its Form ADV.

**Is Lincoln Investment Advisers, LLC registered with the SEC or a state?**
Lincoln Investment Advisers, LLC is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 131181.

**How much does Lincoln Investment Advisers, LLC manage?**
Lincoln Investment Advisers, LLC reports $1,900,000 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**Does Lincoln Investment 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/131181

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,900,000
- Discretionary: $1,900,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $1,900,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- 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 Investment Advisers, LLC (CRD 131181): Form ADV filing data as of October 2026.