Lincoln Douglas Investments, LLC: new SEC registration, $131M AUM, Mount Vernon, OH
Lincoln Douglas Investments, LLC (Mount Vernon, Ohio): new SEC registration, $131M AUM, Mount Vernon, OH. Its amount of 131 is below the median of 135 (48th percentile). Dated 202 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 131 · 48th percentile of 1,225 NewRiaPulse records · 1.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 38 related OH NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Lincoln Douglas Investments, LLC |
| Legal name | Lincoln Douglas Investments, LLC |
| CRD | 155578 |
| Status | Approved |
| Registered with the SEC | 2026-04-17 |
| Latest Form ADV filing | 2026-03-24 |
| Location | Mount Vernon, OH, United States |
| Regulatory AUM | $130,549,335 |
| Accounts | 246 |
| Employees | 27 |
| Website | https://www.linkedin.com/in/terryhillclu/ |
| amount percentile | 48th of 1,225 (median 135, 1.0x median) |
| Peer records CSV (39 OH records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-17
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (OH first): Drive Capital LLC · Woodland Wealth Partners · The Connor Group Fund Manager, LLC · The O.H.I.O. Fund · Arg Private Wealth, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Lincoln Douglas Investments, LLC and 39 Ohio peers
- Ohio NewRiaPulse records like this one: 39
- Lincoln Douglas Investments, LLC's amount: 48th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Ohio peer: $7,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $131M under management.
- Website on file.
What is the NewRiaPulse record for Lincoln Douglas Investments, LLC in Mount Vernon, Ohio?
Lincoln Douglas Investments, LLC received SEC registration as an investment adviser (2026-04-17) with $130,549,335 in regulatory assets under management, based in Mount Vernon, OH.
How does Lincoln Douglas Investments, LLC compare to other Ohio NewRiaPulse records?
Its amount of 131 is below the median (48th percentile); smaller records often move faster and face less competition. It is 202 days old; check the official source for later updates before acting.
Lincoln Douglas Investments, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Lincoln Douglas Investments, LLC | Mount Vernon, OH | 131 | 48th | 2026-04-17 |
| Von Haefen Financial Management | 128 | 46th | 2026-10-28 | |
| Retirepath Wealth, LLC | Little Rock, AR | 110 | 24th | 2026-10-20 |
| Bollin Wealth Management, LLC | Perrysburg, OH | 153 | 57th | 2026-10-20 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Ohio NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.