Lincoln Capital, LLC
Firm details
- Headquarters
- Lincoln, Nebraska
- CRD number
- 168307
- Registered since
- September 18, 2013
- 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
FINTRXOverview
Lincoln Capital, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 2013. The firm is owned by an individual and positions itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its client base includes both individual and family clients alongside institutional relationships. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not an active ESG investor and is not listed as a multi-state adviser. It maintains an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds11%
- US Government Bonds10%
- Cash & Cash Equivalents6%
- State & Local Bonds4%
Contacts
3 of 4
Truman Faeh
Investment Advisor RepresentativeCRD 6110504
Judd Norman
Owner, Investment Advisor RepresentativeCRD 1484772
Brian Swim
Investment Advisor RepresentativeCRD 5045181
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$44.4M in ETFs
46%
$20.2M
53%
$24.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $3.6M | 4,821 | 8.13% |
Location
Lincoln, NE
Lancaster
Location
Lincoln, NE
Headquartered in Lincoln, NE, anchoring the Lincoln-Beatrice, NE metro in the Midwest.
- Metro area
- Lincoln-Beatrice, NE
- Region
- Midwest
- County
- Lancaster
- Address
- 6003 Old Cheney Rd
- Time zone
- CT (UTC-6)
- Office locations
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