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LNC PARTNERS

ARLINGTON, VA · CRD 319581 · IAPD ↗ · lnc-partners.com · (703) 651-2150

$820.3MRegulatory AUM
16Advisory reps
16Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2026 — LNC PARTNERS reported RAUM up 28% ($642.4M -> $820.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
56
April 2026 — LNC PARTNERS grew from 13 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
33
April 2025 — LNC PARTNERS moved its main office from RESTON, VA to ARLINGTON, VA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
43
April 2024 — LNC MANAGEMENT, LLC is now doing business as LNC PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
April 2024 — LNC PARTNERS crossed $500M in regulatory AUM ($466.5M -> $551.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.