Lincoln Douglas Investments, LLC

Broker-DealerFINRA MemberEst. 2026

Total AUM

$131M

Discretionary

$124M

95% of AUM

Accounts

246

Employees

27

Advisory reps

27

Brokerage reps

27

Firm details

Headquarters: Mount Vernon, Ohio
CRD number: 155578
Registered since: April 17, 2026
Website: www.lincolndouglasinvestments.net
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Lincoln Douglas Investments, LLC operates as an independent broker-dealer that also provides advisory services to individuals and families. The firm combines brokerage and insurance brokerage functions with financial planning and portfolio management for individual and small-business clients. Its compensation options include a percentage-of-AUM fee schedule as well as hourly and fixed-fee arrangements, reflecting a mix of advisory and transactional revenue streams. The firm is not positioned as an ESG-focused investor and does not serve as a capital allocator to external funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities65%
Cash & Cash Equivalents20%
US Government Bonds10%
Public Funds/Mutual Funds5%

Owners & executives

1 of 1

Brandon Bullock
CFO/FINOPCRD 4617848

Contacts

3 of 26

Tenesha Hartgrove
Registered RepresentativeCRD 4372682
Matthew Mueller
Mergers & AcquisitionsCRD 5078301
Brian Mohney
CCOCRD 2890043

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Mount Vernon, OH

Knox

Location

Mount Vernon, OH

Headquartered in Mount Vernon, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area: Columbus-Marion-Zanesville, OH
Region: Midwest
County: Knox
Address: 1051 Newark Rd
Time zone: ET (UTC-5)
Office locations

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