LINCOLN ADVISORY GROUP, LLC

Overview

Lincoln Advisory Group, LLC is an SEC‑registered adviser that focuses on portfolio management for business and institutional clients. The firm operates with a fee model that blends a percentage of assets under management with performance‑based fees, which signals an emphasis on return‑driven mandates rather than purely asset‑based billing. Lincoln does not identify as an active ESG investor and is not structured as a multi‑state adviser, suggesting a concentrated regulatory and operational footprint. On the investment side, Lincoln combines traditional discretionary portfolio management with sponsor and manager roles in pooled vehicles. The firm is affiliated with activity that includes acting as an investment adviser, real estate broker, and sponsor/GP/managing member of pooled investment vehicles. While Lincoln’s filings indicate it is not a “capital allocator” in the institutional allocator sense, its sponsorship and GP roles imply direct involvement in sourcing and operating alternative assets alongside managing discretionary portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices