SourcingSourcing

LINCOLN FINANCIAL INVESTMENTS CORPORATION

C25
CRD 108881·SEC 801-23411·RADNOR, PA
AUM
$102.10B
$1B+
Est. Revenue
$1.02B
@ 1% on AUM
Est. EBITDA
$306.3M
@ 30% margin
Est. Deal Value
$2.45B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LINCOLN FINANCIAL INVESTMENTS CORPORATION
CRD
108881
SEC file #
801-23411
EIN
—
DBA names
—

Economics

AUM
$102.10B
AUM band
$1B+
AUM trajectory
'20'26
$70.77B → $102.10B▲ +44%
Client mix
Investment Companies114
Insurance Companies12
Pooled Investment Vehicles3

Operations

Employees (total)
86
Advisory staff (per ADV)
18
Advisory staff (5-yr trend)
'20'26
14 advisors → 18 advisors▲ +29%
Primary office
RADNOR PA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUM

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE LINCOLN NATIONAL LIFE
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
THE LINCOLN NATIONAL LIFE
Chryssikos, Paul, Telemac
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LINCOLNFINANCIAL.COM
Rdap Domain Creation Date
1998-02-11T05:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
CSC Corporate Domains, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street16
E*trade4
Jpmorgan1
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-10T05:00:00Z
Rdap Domain Last Changed
2025-02-06T06:29:09Z
Rdap Nameservers
Ns1.lfg.comNs2.lfg.comNs3.lfg.comNs4.lfg.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (9)

9
Chryssikos, Paul, Telemac
Executive Officer · 2.5%
7263748
Cohen, Adam, Maxwell
Executive Officer · 2.5%
7842285
CRANE, JASON, ERIC
Executive Officer · 2.5%
3100922
HOFFMAYER, JAMES, JOSEPH
Executive Officer · 2.5%
2704653
HUELLMANTEL, GORDON, JOHN
Executive Officer · 2.5%
3246654
KENNEDY, JOHN, CHRISTOPHER
Executive Officer · 2.5%
2213083
MORRISS, JOHN, GEORGE
Executive Officer · 2.5%
3010512
Tedrow Jr, Darrel, Wayne
Executive Officer · 2.5%
7981018
WESTON, JOHN, ARTHUR
Executive Officer · 2.5%
1244146