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 that registered with the SEC in 2013. The firm operates as a capital allocator for both individual & family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include a percentage of AUM as well as hourly and fixed-fee engagements. Lincoln Capital reports an affiliation with an insurance company and does not identify itself as an active ESG investor.
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 5
Truman Faeh
Investment Advisor RepresentativeCRD 6110504
Judd Norman
Owner, Investment Advisor RepresentativeCRD 1484772
Brett Neal
Investment Advisor RepresentativeCRD 2092816
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$48.3M in ETFs
41%
$20M
55%
$28.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $3.8M | 4,898 | 7.76% |
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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