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Lincolnbridge Financial Planning, LLC

Lincolnbridge Financial Planning, LLC. CRD 333779

Lincolnbridge Financial Planning, LLC logo

CRD: 333779

Lincolnbridge Financial Planning, LLC

Oglesby, IL, 61348
8152968855
www.lincolnbridgefp.com
$54.7M Total AUM
$52.6M Disc. AUM
-- 3Y CAGR
3 Employees
253 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท John Hancock
Clients
Retail and Institutional
Platforms
Radial
Established Date
01-07-2025
Office Locations
1

Office Locations

141 E Walnut Street Oglesby IL

About Lincolnbridge Financial Planning, LLC

LincolnBridge Financial Planning is an independent, fee-only fiduciary RIA serving North Central Illinois. The firm provides comprehensive financial and retirement planning, investment management, tax strategies, and legacy/estate planning, including corporate retirement solutions for small businesses. Client assets are held at Charles Schwab, with the firm not taking custody and operating under limited trading authorization.

Team overview

-- AVG AGE
$18.2M AVG AUM / ADVISOR
$216.4K AVG AUM / CLIENT
1.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Alpha vertex Focus Pioneer North unison Oak Oak vital Oak insight

Client Personas

Foundation Prime bridge

Custodian

Beacon vector Eagle ember

Investment Themes

Alpha Frontier Eagle pioneer

Investment Vehicles

Catalyst Frontier harbor

Platform

Summit signal

Services

Prime insight Delta ember Meridian Catalyst Beacon focus Beacon peak Prime Insight Meridian zenith Timber element Horizon ridge

Technology

Zenith

Owner & Executives

M

MICHAEL BRUCE BARRIE

Chief Compliance Officer, FOUNDING PARTNER

CRD
#6273708
Ownership
25% but less than 50%
(539) 952-3786
oak.peak@atlascapital.com
in linkedin.com/in/pathway-value
J

John A Bellino

CHIEF OPERATING OFFICER, FOUNDING PARTNER

CRD
#6955220
Ownership
25% but less than 50%
(660) 525-6821
timber.insight@optimacapital.com
in linkedin.com/in/frontier-harbor
P

Peak delta

Radial prime

CRD
#51316
Ownership
26.4%
(588) 479-9169
foundation.value@zenithcapital.com
in linkedin.com/in/alpha-meridian

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-26-2025
Category Assets AVG. Account size
Discretionary $52,590,059 $124,116
Non-Discretionary $2,148,694 $1,150,000
Total $54,738,753 $127,404

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Separately Managed Accounts

Total SMA Asset: $54,738,753

$54.7M Total SMA
Equity - Exchange:
13.5%
Public Funds:
16.7%
Cash:
14.4%
Corporate - Investment Grade:
15.4%
Municipal Bonds:
19.3%
U.S. Government/Agency:
20.7%
Asset class Assets Assets %
Equity - Exchange $1,110,774,982 13.5%
Public Funds $1,374,069,792 16.7%
Cash $1,184,826,647 14.4%
Corporate - Investment Grade $1,267,106,276 15.4%
Municipal Bonds $1,587,996,826 19.3%
U.S. Government/Agency $1,703,188,306 20.7%
Total $8,227,962,829 100.0%

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