L
Lincoln Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,690,000
Clients
7
71% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
LowAverage account size
$384,286
About
Lincoln Asset Management provides investment advisory and portfolio management services primarily to individual (non‑high‑net‑worth) clients through separately managed accounts and tailored advisory relationships. The firm works directly with a limited client base to construct and monitor personalized investment portfolios.
The firm’s approach emphasizes individualized portfolio management and discretionary account oversight, using standard methods of analysis to align investments with client objectives. In some separately managed accounts, Lincoln Asset Management uses derivatives as part of its strategies to manage risk or pursue incremental returns, an approach that is not common among similar independent advisers.
What is noteworthy about Lincoln Asset Management is the combination of a focused, individualized client service model with the application of derivatives within client accounts, rather than serving primarily institutional or high‑net‑worth segments. This blend of small‑scale, hands‑on management and access to derivative strategies differentiates the firm from many peers.
Client services
Portfolio management
Fee options
$0 - $250,000: 2.00% $250,001 - $1,000,000: 1.50% $1,000,001+: 1.00%
Account minimum: $250,000 Fee-only: Tiered percentage of assets under management: 2.00% for first $250,000; 1.50% for $250,001 to $1,000,000; 1.00% over $1,000,000
Main office location
Lincoln Asset Management
Maplewood NJ, United States
Number of offices
1
Most active in
Lincoln Asset Management has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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