Lincoln Capital, LLC logo

Lincoln Capital, LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial planning and consulting flat fees generally range from $1,500 to $10,000

Percentage

Any Assets+: Up to 2.60% Any Assets+: 0.35% to 0.75%

Commissions

Commissions earned from sale of securities and insurance products by registered representatives and insurance agents

Project-based

$250 per hour for financial planning and consulting services

Other

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

Advisors at this firm

user avatar

Judd N

Series 63, Series 65

Lincoln, NE

Lincoln Capital, LLC

Judd Norman is a financial advisor with Lincoln Capital, LLC in Lincoln, Nebraska, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Mutual Securities, Inc. and Lincoln Capital since 2013. Outside of his advisory role, he owns a ranch in Whitney, Nebraska, and has ownership interests in several insurance-related businesses. Lincoln Capital is a registered investment adviser serving individuals, trusts, estates, retirement plan participants, and business entities. The firm manages approximately $743 million across 550 clients, offering portfolio management, financial planning, consulting, and referrals to third-party money managers, with an investment approach that includes individualized portfolios and the option for discretionary management.

Wealth management Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Truman F

Series 66

Lincoln, NE

Lincoln Capital, LLC

Truman Faeh is a financial advisor with Lincoln Capital, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Lincoln Capital and Mutual Securities since 2018 and previously at Client One Securities and Trinity Financial from 2014 to 2017. Outside of his advisory work, Faeh serves as Director of Benevolence for Two Pillars Church, a nonprofit organization in Lincoln, Nebraska. Lincoln Capital is a registered investment adviser serving individuals, trusts, estates, retirement plan participants, and business entities. The firm manages approximately $743 million for about 550 clients through a team-based approach, offering portfolio management, financial planning, and consulting services.

Wealth management Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Jonnathan M

Series 65

Lincoln, NE

Lincoln Capital, LLC

Jonnathan Mc Lain is a financial advisor with Lincoln Capital, LLC in Lincoln, Nebraska, holding a Series 65 designation and one year of experience at the firm. His prior work includes five years at Boys Town and six years at Chadron Public School. Lincoln Capital, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and corporate entities, managing approximately $844.8 million in assets across about 1,210 clients. The firm employs fundamental analysis and a combination of long- and short-term strategies to build diversified portfolios, offering comprehensive management and access to third-party managers.

Wealth management Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Brett N

Series 63, Series 65

Lincoln, NE

Lincoln Capital, LLC

Brett Neal is a financial advisor at Lincoln Capital, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Capital and Mutual Securities, Inc. since 2013. Lincoln Capital, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm manages approximately $844.8 million in assets and employs a fundamental analysis approach incorporating both long- and short-term strategies across various investment types, including individual equities, bonds, funds, and private investments.

Wealth management Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Brian S

Series 63, Series 65

Lincoln, NE

Lincoln Capital, LLC

Brian Swim is a financial advisor at Lincoln Capital, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Leaders Group Inc, Insurance Agency Marketing Services, Ameritas Investment Company, Sterneck Capital Management, and Orion Portfolio Solutions. Outside of his advisory role, he consults on life insurance needs through Lincoln Capital Life, LLC. Lincoln Capital, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and corporate entities, managing approximately $845 million in assets for about 1,210 clients. The firm employs fundamental analysis and a combination of long- and short-term strategies across a range of investment vehicles, while also offering third-party manager referrals and discretionary account management.

Wealth management Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner
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