Lincoln Financial Investment Services Corporation
$905M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$508M
$773M
2021
2025
Same-firm comparison: 1 firms that reported Lincoln Financial Investment Services Corporation in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Alphapoint, Inc. | $773M | $5.6B | 13.9% | 03/31/2026 |
| Market Investment Group, Llc | $132M | $416M | 31.7% | 02/26/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.