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Firm profile

Lincoln Douglas Investments, LLC

MOUNT VERNON, OHCRD 155578Registration Status: ApprovedEffective since April 17, 2026Latest ADV March 24, 2026

Lincoln Douglas Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mount Vernon, OH. Its latest Form ADV filing, dated March 24, 2026, reports $131M in regulatory assets under management, 27 employees, 1 office, and 246 accounts.

Assets Under Management
$131M
Employees
27
Offices
1 office
Total Clients
246
Primary office
MOUNT VERNON, OH
1051 NEWARK RD, MOUNT VERNON, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOKenneth Earl Dennis
CCOBrian Eugene Mohney
CFOBrandon Lee Bullock

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
246

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$131Mas of March 24, 2026
Discretionary94.7%
$124M
95% of total RAUM94.7%
Non-discretionary5.3%
$7M
5% of total RAUM5.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$131M
Total Accounts246
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees27
Clients per Employee9:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

This firm has a multi year gap in available SEC ADV filing history between 2011 and 2026. Charts show the most recent available filing segment under this CRD.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.