Lincoln Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$714,765,507
Clients
1,210
Advisors
5
of 9 employees
About
Lincoln Capital, LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates and corporate entities. The firm offers comprehensive portfolio management, financial planning and consulting, referrals to third‑party money managers, and individual plan participant management, and reports roughly $844.8 million in assets under management across discretionary and non‑discretionary accounts while serving about 1,210 clients with a small advisory team.
The firm’s investment process uses fundamental analysis and a mix of long‑ and short‑term purchase strategies to construct portfolios that may include individual stocks and bonds, ETFs, mutual funds, private investments and real estate; accounts are monitored and rebalanced periodically with at least quarterly reviews. Lincoln Capital deploys third‑party managers where appropriate, manages many accounts on a discretionary basis, and for its comprehensive program requires custody of assets at a designated custodian (Fidelity) and access for plan participant accounts via online credentials or a master ID.
What distinguishes Lincoln Capital from many peers is its role as a wrap fee program sponsor and disclosure that it receives a portion of wrap fees, a structure held by a minority of comparable team firms; wrap clients do not incur separate transaction charges. The firm also maintains affiliated insurance entities and has representatives registered to offer commissionable securities and insurance products, arrangements the brochure discloses as potential conflicts managed through policies and disclosures.
Client services
Expertise
Occupation focus
Fee options
Financial planning and consulting flat fees generally range from $1,500 to $10,000
Any Assets+: Up to 2.60% Any Assets+: 0.35% to 0.75%
Commissions earned from sale of securities and insurance products by registered representatives and insurance agents
$250 per hour for financial planning and consulting services
Fee-only: Financial planning and consulting services charged on hourly or flat fee basis; hourly fee $250, flat fees range from $1,500 to $10,000
Main office
6003 Old Cheney Rd, Suite 350
Lincoln NE 68516
Advisors at this office
5
Most active in
Arizona · Colorado · Florida · Iowa · Kansas · Nebraska · South Dakota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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