LINCOLN CAPITAL, LLC
  • LINCOLN CAPITAL, LLC

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Adviser Profile

As of Date 03/09/2026
Registration SEC, Approved, 09/18/2013
ADV Location LINCOLN, NE, United States
Contact Info 402 xxxxxxx
Websites
AUM* 844,751,520 31%
of that, discretionary 721,808,690 30%
Number of Employees 9
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 667,260 17%
% High Net Worth 50.47% 34%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

722M 619M 516M 412M 309M 206M 103M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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