LINCOLN DOUGLAS INVESTMENTS, LLC
Latest filing: Mar 24, 2025 (99 days ago)
AUM
$97,644,384
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago
Employee Count
32
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago
Main Office
MOUNT VERNON, OH
1051 NEWARK RD, MOUNT VERNON, OH, UNITED STATES, 43050
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 124 | $0.1 |
| Average Individual AUM | $787,455 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 124 | $0.1 |
| Average Retail AUM | $787,455 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
| No control persons found |
ADVDB.CO • SOURCE: SEC
Representatives
10 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| BRIAN MOHNEY | MOUNT VERNON | OH | S63|1999-03-03 | ||||||
| NICK BURSON | MOUNT VERNON | OH | S63|2010-12-23|S66|2012-04-19 | CERTIFIED FINANCIAL PLANNER | |||||
| LARRY ZAPP | MOUNT VERNON | OH | CERTIFIED FINANCIAL PLANNER | ||||||
| ZACHARY DENNIS | MOUNT VERNON | OH | S63|2015-05-29 | ||||||
| TERRY HILL | MOUNT VERNON | OH | S63|1993-01-20|S65|1999-06-29 | ||||||
| BRANDON BULLOCK | MOUNT VERNON | OH | S66|2003-07-08 | ||||||
| KENNETH DENNIS | MOUNT VERNON | OH | S66|2002-08-19 | ||||||
| NATHANIEL FOWLER | MOUNT VERNON | OH | S66|2021-03-05 | ||||||
| TENESHA HARTGROVE | MOUNT VERNON | OH | CERTIFIED FINANCIAL PLANNER | ||||||
| STEPHEN DENNIS | MOUNT VERNON | OH | S63|2010-12-01 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| GA-06/20/2012, OH-11/15/2011 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
|
BROKER DEALER INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV