Wealth Manager
    SEC Registered
    Manages Private Funds

    Lincoln Capital, LLC

    Registered investment advisor · Lincoln, Nebraska · CRD #168307

    Assets Under Management
    $845M
    Client Accounts
    1,266
    Employees
    9
    CRD Number
    168307
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Lincoln Capital, LLC

    Lincoln Capital, LLC is an investment advisory firm established in 2005, offering portfolio management, personal and business investments, retirement plans, and life insurance planning. The firm is independently owned and has advisors with over 100 years of combined experience. It is registered with the SEC and makes notice filings with state securities authorities.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Lincoln Capital, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Lincoln Capital, LLC's AUM?

    Lincoln Capital, LLC reports approximately $845M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Lincoln Capital, LLC headquartered?

    Lincoln Capital, LLC is headquartered in Lincoln, Nebraska.

    What is Lincoln Capital, LLC's CRD number?

    Lincoln Capital, LLC's CRD number is 168307. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Lincoln Capital, LLC manage?

    Lincoln Capital, LLC manages approximately 1,266 client accounts according to its latest SEC filing.

    Is Lincoln Capital, LLC SEC registered?

    Yes, Lincoln Capital, LLC is registered with the SEC as an investment adviser with an approved registration status.

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