LINCOLN CAPITAL, LLC

RIASEC RegisteredEst. 2013

Total AUM

$845M

Discretionary

$722M

85% of AUM

Avg account

$667K

Accounts

1,266

Employees

Advisory reps

Firm details

Headquarters: LINCOLN, Nebraska
CRD number: 168307
Registered since: September 18, 2013
Website: www.thelincolncapitalgroup.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.68%
Corporations / Businesses14.62%
Individuals10.93%
Charitable Organizations0.61%
Pension & Profit Sharing Plans0.16%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Lincoln Capital, LLC is an independent, SEC‑registered registered investment adviser that offers financial planning and portfolio management to individuals, small businesses and select institutional clients. The firm, organized as a limited liability company and owned by an individual, has been SEC registered since 2013 and identifies itself as a capital allocator that also selects other advisers on behalf of clients. Its fee arrangements include a percentage of assets under management plus the option for hourly or fixed fees. Lincoln Capital does not characterize itself as an active ESG investor and is not designated as a multistate adviser. Advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of third‑party managers. The firm maintains an industry affiliation with an insurance company, which may inform some product shelf choices such as annuities.