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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-1969
- Office Locations
- 309
Office Locations
About Lincoln Investment
Lincoln Investment is a Fort Washington, PA independent broker-dealer serving investors, employers and financial professionals with tailored financial planning, retirement plan support, and an in-house Investment Management & Research team. Portfolio construction spans public funds and ETFs with an asset-allocation and risk-management orientation, including fixed income and alternatives, with custody via Pershing. Named to Financial Planning’s IBD Elite 2025 (#9 fee-based mix; #3 women reps).
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Owner & Executives
DANIEL SEAN ALEXANDER
Executive Vice President
- CRD
- --
- Ownership
- Less than 5%
ANTHONY CHARLES BUETI
CHIEF OPERATING OFFICER, Executive Vice President
- CRD
- #5876104
- Ownership
- Less than 5%
Vital timber
Catalyst beacon atlas
- CRD
- #17921
- Ownership
- 27.4%
Showing 2 of 11 owners & executives
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ZACHARY ALAN ABRAMS
Advisor
- CRD
- #5062672
KELLY ANNE ACKIEWICZ
--
- CRD
- #4315145
Oak crest
Foundation ridge
- CRD
- #38739
Showing 2 of 1233 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,945,459,856 | $125,468 |
| Non-Discretionary | $9,049,391,566 | $94,063 |
| Total | $21,994,851,422 | $110,315 |
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Separately Managed Accounts
Total SMA Asset: $21,994,851,422
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,205,505,202 | 54.7% |
| Equity - Exchange | $1,199,376,255 | 15.6% |
| Cash | $2,283,427,871 | 29.7% |
| Total | $7,688,309,328 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK WAVE LEGACY | RADIAL ELEMENT | XEDM3AW9W | TXU | 0.62% | $31,006,760 |
| LEGACY CATALYST | CREST INSIGHT | 5BUHOAZS8 | ITZ | 6.97% | $103,806,438 |
| ELEMENT FRONTIER RIDGE | INSIGHT FUSION | W6TJQYXFT | TKNKB | 5.61% | $101,864,101 |
| BRIDGE OPTIMA | OAK ATLAS | UUL9WET0J | MDM | 11.44% | $23,129,067 |
| TIMBER CREST | DELTA SIGNAL | AUHX4ZONC | ZMS | 3.32% | $104,025,687 |
| FRONTIER VECTOR | NORTH RADIAL | G31NDZMOZ | AOSPZ | 2.19% | $114,733,651 |
| QUANTUM CAPITAL | FRONTIER PRIME | WQ77ATDVC | HLTG | 0.99% | $77,078,810 |
| RADIAL MOMENTUM BEACON | MATRIX FUSION | U430AJK92 | UMOS | 4.07% | $49,762,076 |