Lincoln Advisory Group, LLC
● SEC registered since 2001CRD 114003SEC# 801-60805Chicago, IL
Reg. AUM
$3.22B
Employees
11
Accounts
1
Location
Chicago, IL
Lincoln Advisory Group, LLC assets under management
Lincoln Advisory Group, LLC is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 2001. It reports $3.2 billion in regulatory assets under management and employs 11 people.
Lincoln Advisory Group, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Francis Kobus Control | President | Under 5% | 2002 |
| Royal Property Company Borrower LLC Control | Sole Member | Over 75% | 2023 |
| Shawn Milton Bernhardt Control | Chief Compliance Officer | Under 5% | 2017 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Lincoln Advisory Group, LLC manage?
Lincoln Advisory Group, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.
How many employees does Lincoln Advisory Group, LLC have?
Lincoln Advisory Group, LLC reports 11 employees.
Where is Lincoln Advisory Group, LLC located?
Lincoln Advisory Group, LLC is based in Chicago, IL and has been SEC-registered since 2001.
Does Lincoln Advisory Group, LLC disclose fund performance?
Lincoln Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 120 N Lasalle Street, Suite 2900, Chicago, IL 60602 |
| Phone | 312-345-8780 |
| Office hours | 8:30 a.m.-5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.22B▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$3.22Bregulatory AUM
Discretionary $3.22B