Lincoln Financial Investments Corporation

Overview

Lincoln Financial Investments Corporation is an SEC registered investment adviser based in Radnor, PA, registered since 1985. It reports $102B in assets under management across 129 accounts, with 86 employees.

Reported AUM

$102B

Discretionary

100%

Accounts

129

Average account

$791M

Employees

86

Registered since

1985

Jurisdictions

3

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Management for Investment Companies
• Selection of Other Advisors

Client types

• Insurance Companies
• Investment Companies
• Pooled Investment Vehicles

Fee structure

Percentage of Assets

Executive officers 3 of 9

• John George Morriss Director, Chairman, President CRD 3010512
• James Joseph Hoffmayer Vice President, Chief Accounting Officer, Treasurer CRD 2704653
• John Arthur Weston Chief Compliance Officer, Vice President CRD 1244146

6 more executive officers, with direct contact details

Location

Headquarters

150 N Radnor Chester Rd
Radnor, PA 19087

County

Delaware

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: lincolnfinancial.com/public/professionals/partnerwithus/lincolnfinancialinvestments

Every state, with registration dates

Similar firms near Radnor

• Exeter Property Group, LLCRadnor, PA$35.1B AUM
• Cbre Investment Management Listed Real Assets LLCRadnor, PA$10.8B AUM
• Callan Family Office, LLCRadnor, PA$10.2B AUM
• Tiff Investment ManagementRadnor, PA$8.6B AUM
• Lovell MinnickRadnor, PA$5.2B AUM