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LINCOLN DOUGLAS INVESTMENTS, LLC
CRD 155578 · SEC 801-135884
1051 NEWARK RD, MOUNT VERNON, OH, 43050, United States
Phone
740-397-1397
Fax
740-397-1980
Registration
— (—)
Source
State registered
Total AUM
$130.5M
Discretionary AUM
$123.6M
Team
27 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 246 | $130.5M |
All web addresses on file
Official SEC filing: View on IAPD