Fee-only adviser · Chapel Hill, NC
Lincoln Investment Advisers, LLC
Lincoln Investment Advisers, LLC is a fee-only investment adviser registered with the securities regulator of North Carolina, with a mailing address in Chapel Hill, North Carolina (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 16, 2026, it reports $1.9M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: North Carolina |
|---|---|
| Firm CRD number | 131181 |
| Office | Chapel Hill, NC (mailing address; office not published) |
| Phone | (919) 967-5351 |
| Website | Not listed |
| Regulatory assets under management | $1.9M |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly |
| Services | Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 16, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Chapel Hill
- Phoenix Wealth Advisors Inc. $641M
- Absher Wealth Management, LLC $1.3B
- Hilltop Wealth Advisors, LLC $636M
- Hamilton Point Investment Advisors, LLC $1.2B
- Atlantic Private Wealth, LLC $894M
- Woodward Financial Advisors, Inc. $641M
See all 20 fee-only advisers in Chapel Hill →
Nearby
- Research Triangle Park 1 firm
- Apex 5 firms
- Pittsboro 1 firm
- Durham 11 firms
- New Hill 1 firm
- Cary 9 firms
- Raleigh 42 firms
- Fuquay Varina 1 firm
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