Capital Analysts

Firm record

As recorded in SEC IAPD

Firm CRD

162200

SEC number

801-74614

Firm type

RIA

Assets under management

$8.8B as of Apr 27, 2026

Website

www.lincolninvestment.com ↗

Phone

800-242-1421

Address

601 Office Center Drive, Fort Washington, PA, 19034-3232

Advisors at this firm

428 in our index · page 5 of 9

• Jeremy Ezra KaplanCRD 7815817 · Farmington Mills, MI
  IA RegisteredBroker
• Bryan Thomas KeeCRD 7297533 · Fort Washington, PA
  IA RegisteredBroker
• Shauna Elizabeth KehrmeyerCRD 7072132 · Braintree, MA
  IA RegisteredBroker
• Mark Daniel KellyCRD 6877044 · Parma, OH
  IA RegisteredBroker
• Denise LacauseCRD 6026294 · Danvers, MA
  IA RegisteredBroker
• Luke Palmer LansingCRD 6586871 · Rochester, NY
  IA RegisteredBroker
• Kristin Anne LanziCRD 5214550 · Hauppauge, NY
  IA RegisteredBroker
• Mark LapsevichCRD 1148757 · Independence, OH
  IA RegisteredBroker
• Allen Thomas LayaCRD 304313 · Lombard, IL
  IA RegisteredBroker
• Daniel Allen LayaCRD 3035253 · Lombard, IL
  IA RegisteredBroker
• Martin Gary LazzaroCRD 2924169 · Rochester, NY
  IA RegisteredBroker
• Michael Paul LeatzowCRD 4348793 · Tallahassee, FL
  IA RegisteredBroker
• Juliane Ann LeeCRD 1292207 · Waterford, MI
  IA RegisteredBroker
• Merrie Joy LeightonCRD 1049688 · Braintree, MA
  IA RegisteredBroker
• Mark B LevinCRD 4644980 · Deer Park, NY
  IA RegisteredBroker
• David Jason LevineCRD 5200793 · Woodland Hills, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason W LevineCRD 2358183 · Danvers, MA
  IA RegisteredBroker
• Charles Joseph LewandowskiCRD 4540993 · Peachtree City, GA
  IA RegisteredBroker
• Richard Gerard LewisCRD 2688653 · Warren, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Dov Yoel LitovCRD 4710615 · Land O Lakes, FL
  IA RegisteredBroker
• Mylon M LoganCRD 3052791 · Marion, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Paul LongobardiCRD 2279086 · Braintree, MA
  IA RegisteredBroker
• Jose Miguel LopezCRD 5514067 · Greenacres, FL
  IA RegisteredBroker
• Valerie Brenatte Love-ParkerCRD 4572352 · Lombard, IL
  IA RegisteredBroker
• Matthew MachoCRD 4118837 · Arlington, MA
  IA RegisteredBroker
• Gabriel MaciasCRD 6297013 · 2437 Fountain Lane, MI
  IA RegisteredBroker
• Michael Anthony MaffeiCRD 4124600 · Voorhees, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Corey Mathew MalstromCRD 4822008 · Getzville, NY
  IA RegisteredBroker
• Michael Joseph MarshallCRD 2235106 · Braintree, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Rylan John MarxCRD 5022266 · Wexford, PA
  IA RegisteredBroker
• Thomas Arther MaxeyCRD 1442316 · Southfield, MI
  IA RegisteredBroker
• Thomas Jeremiah MccarthyCRD 1627868 · Braintree, MA
  IA RegisteredBroker
• Vereline McclaneyCRD 2899459 · Freeport, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Larry Monroe MccoyCRD 2657085 · Cape Coral, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Victoria Ann McdonaldCRD 1559015 · New Hope, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• James Hosty McgovernCRD 1320754 · Downers Grove, IL
  IA RegisteredBroker
• Sara Elizabeth McgrathCRD 4854827 · Worcester, MA
  IA RegisteredBroker
• Donal Christopher McguireCRD 2233911 · Newtown Square, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• J Kenneth McinerneyCRD 2124659 · Syracuse, NY
  IA RegisteredBroker
• Ross Alexander MclaurinCRD 1343343 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Thomas Michael McmanusCRD 2185929 · Jenkintown, PA
  IA RegisteredBroker
• Michael James MehltretterCRD 5078374 · The Villages, FL
  IA RegisteredBroker
• Shashi MehrotraCRD 2640875 · Fort Washington, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Mitchell Thomas MelanCRD 2507092 · Dunwoody, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Scott J MerkelCRD 4859937 · Jenkintown, PA
  IA RegisteredBroker
• Jay Joseph MerrillCRD 5719089 · Worcester, MA
  IA RegisteredBroker
• Robert Joseph MezzioCRD 4340246 · Rochester, NY
  IA RegisteredBroker
• Pamela Jackson MiddletonCRD 1145902 · Atlanta, GA
  IA RegisteredBroker
• Gregory Elliot MikolajczakCRD 3173916 · Marlton, NJ
  IA RegisteredBroker
• Chad Jared MillarCRD 6400973 · Verona, WI
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.