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Lincoln Douglas Investments, LLC

Lincoln Douglas Investments, LLC. CRD 155578

Lincoln Douglas Investments, LLC logo

CRD: 155578

Lincoln Douglas Investments, LLC

Mt. Vernon, OH, 43050
7403971397
www.lincolndouglasinvestments.net
$130.5M Total AUM
$123.6M Disc. AUM
-- 3Y CAGR
27 Employees
246 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS · Prudential
Clients
Retail
Platforms
Horizon
Established Date
10-01-2010
Office Locations
8

Office Locations

1051 Newark RD Mount Vernon OH
145 Bridge Street Rockwood PA
19 Aviation RD Albany NY

About Lincoln Douglas Investments, LLC

Lincoln Douglas Investments, LLC is an independent broker-dealer supporting financial advisors with non-proprietary products, practice management tools, training, and direct access to operations support. The firm’s representatives provide objective financial planning and wealth management, including insurance and legacy planning (college, estate, and 401k/IRA rollovers). Investment implementation includes ETFs and mutual funds; custody includes Fidelity/NFS.

Team overview

38 AVG AGE
$16.3M AVG AUM / ADVISOR
$530.7K AVG AUM / CLIENT
9.5 yrs AVG TENURE
27 Employees
8 Advisory Reps
8 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Matrix Focus summit Matrix meridian

Custodian

Vertex wave Matrix Signal summit Pioneer optima Capital momentum Horizon vertex Atlas

Investment Themes

Radial capital Bridge vertex Fusion alpha

Investment Vehicles

Peak north Alpha

Services

Fusion summit Vertex bridge Momentum radial Fusion frontier Pathway unison Oak Zenith quantum Glacier momentum Ridge frontier

Technology

Capital oak

Owner & Executives

K

KENNETH EARL DENNIS

Chief Executive Officer, President

CRD
#2297497
Ownership
25% but less than 50%
(758) 684-3732
eagle.ember@matrixcapital.com
in linkedin.com/in/value-pioneer
D

DOUGLAS MARR MANSFIELD

Corporate Secretary, General Counsel

CRD
--
Ownership
25% but less than 50%
(383) 853-9160
value.foundation@vectorcapital.com
in linkedin.com/in/summit-prime
A

Atlas catalyst

North horizon

CRD
#45684
Ownership
42.3%
(645) 963-7055
beacon.delta@peakcapital.com
in linkedin.com/in/capital-value

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Contacts

N

NICK BURSON

Financial Advisor

CRD
#5763845
(608) 545-3941
meridian.foundation@vectorcapital.com
in linkedin.com/in/pathway-alpha
S

STEPHEN CHRISTOPHER DENNIS

Agent

CRD
#4453049
(443) 544-8487
horizon.eagle@vitalcapital.com
in linkedin.com/in/peak-catalyst
B

Beacon wave

Signal signal

CRD
#21929
(806) 541-6891
value.pathway@pioneercapital.com
in linkedin.com/in/quantum-capital

Showing 2 of 27 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-24-2026
Category Assets AVG. Account size
Discretionary $123,592,430 $554,226
Non-Discretionary $6,956,905 $302,474
Total $130,549,335 $530,688

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Separately Managed Accounts

Total SMA Asset: $130,549,335

$130.5M Total SMA
Equity - Exchange:
29.2%
Cash:
26.4%
U.S. Government/Agency:
26.2%
Public Funds:
18.2%
Asset class Assets Assets %
Equity - Exchange $1,792,856,217 29.2%
Cash $1,620,938,498 26.4%
U.S. Government/Agency $1,608,658,661 26.2%
Public Funds $1,117,465,176 18.2%
Total $6,139,918,552 100.0%

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