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LINCOLN CAPITAL, LLC
CRD 168307 · SEC 801-78526
6003 OLD CHENEY RD, SUITE 350, LINCOLN, NE, 68516, United States
Phone
4024831400
Fax
402-483-1402
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$844.8M
Discretionary AUM
$721.8M
Team
9 total employees; 4 advisory reps; 30 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 571 | $92.4M |
| High net worth individuals | 639 | $622.4M |
| Pension/profit sharing plans | 2 | $1.4M |
| Charitable organizations | 8 | $5.1M |
| Corporations/business entities | 46 | $123.5M |
States served
AZ, CO, IA, KS, NE, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD