Lincoln National Corporation
$23.4M reported client assets across 3 advisory firms in FY2021 annual amendments
Reported client assets over time
$531K
$50.2M
2019
2021
Same-firm comparison: 2 firms that reported Lincoln National Corporation in both FY2020 and FY2021 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. 2019 is shown but partial — only FY2019: 1 cohort firms. No matched data for FY2018.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Bolton Partners Investment Consulting Group, Inc. | $18.1M | $52.7M | 34.3% | 03/02/2022 |
| Owen Larue, Llc | $4.7M | $271M | 1.7% | 02/24/2022 |
| Shum Financial Group, Inc. | $583K | $219M | 0.3% | 02/08/2022 |
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.