Chief Compliance Officer · Lincoln Advisory Group, LLC
Shawn M. Bernhardt
CRD 6856468 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Lincoln Advisory Group, LLC, an SEC-registered asset manager based in Chicago, IL with $3.2 billion in regulatory assets, lists Shawn M. Bernhardt on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Shawn at 2 other registered advisers.
Firms and roles
- Lincoln Advisory Group, LLCChief Compliance OfficerAsset manager · Chicago, IL · $3.2B in regulatory assets
- LPC Realty Advisors I, LLCChief Compliance OfficerAsset manager · Chicago, IL · $1.6B in regulatory assets
- Lincoln Capital Advisers LLCChief Compliance OfficerPrivate fund adviser · Chicago, IL · $150M in regulatory assets
AtlasMembers
Shawn’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gary F. KobusPresident, Lincoln Advisory Group, LLC
- Jenifer A. RatcliffePresident, LPC Realty Advisors I, LLC
- Jennifer S. LundmarkSenior Managing Director, Lincoln Capital Advisers LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shawn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.