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LINCOLN ENERGY HOLDINGS LLC

ENGLEWOOD, CO · CRD 333026 · IAPD ↗ · delrioroyalty.com · 720-909-6608

$315.3MRegulatory AUM
7Advisory reps
12Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — LINCOLN ENERGY HOLDINGS LLC reported RAUM up 190% ($108.7M -> $315.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
October 2024 — LINCOLN ENERGY HOLDINGS LLC (ENGLEWOOD, CO) is newly SEC-registered with $126.9M RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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