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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-29-2004
- Office Locations
- 1
Office Locations
About Lincoln Management
Lincoln Management is a Ayer-based RIA. The firm has been operating for 21 years. Managing $64.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between March 31, 2016 and May 24, 2017, reported AUM decreased 39.0%, from $104.1M to $63.5M.
Across 5 reported observations, AUM decreased 32.7% between April 5, 2013 and May 24, 2017, from $94.4M to $63.5M.
Of the latest reported AUM, 17.9% is discretionary and 82.1% is non-discretionary.
The firm reports 2 advisory representatives and 30 clients, or 15 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Vehicles
- Services
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Owner & Executives
DAVID J. ELIADES MR.
Owner, PARTNER
- CRD
- #4363917
- Ownership
- 75% or more
AMY L. MCCOY MRS.
Chief Compliance Officer, PARTNER
- CRD
- #4363935
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,922,746 | $597,369 |
| Non-Discretionary | $56,026,310 | $669,050 |
| Total | $64,949,056 | $655,009 |
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Separately Managed Accounts
SMA allocation detail is available
Lincoln Management has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.