Lincoln Investment Advisers LLC
CRD 328463SEC# 801-129244Dallas, TX
No longer SEC-registered. Lincoln Investment Advisers LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
6
Accounts
—
Location
Dallas, TX
Lincoln Investment Advisers LLC assets under management
Lincoln Investment Advisers LLC is a registered investment adviser overseen by the SEC based in Dallas, TX. It employs 6 people.
Lincoln Investment Advisers LLC owners & executives
22 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Royal Property Company Borrower LLC Control | Sole Member | Over 75% | 2023 |
| Shawn Milton Bernhardt Control | Chief Compliance Officer | Under 5% | 2023 |
| CD Trident VI, LLC Control | General Partner | — | 2023 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Lincoln Investment Advisers LLC have?
Lincoln Investment Advisers LLC reports 6 employees.
Where is Lincoln Investment Advisers LLC located?
Lincoln Investment Advisers LLC is based in Dallas, TX.
Does Lincoln Investment Advisers LLC disclose fund performance?
Lincoln Investment Advisers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8111 Douglas Ave, Suite 600, Dallas, TX 75225 |
| Office hours | 8:30 a.m. -5:00 p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 56%
More than 44% of 16,825 advisers