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LINCOLN CAPITAL, LLC
6003 Old Cheney Rd
Suite 350
Lincoln, Nebraska 68516
Tel: 4024831400
About LINCOLN CAPITAL, LLC
LINCOLN CAPITAL, LLC, formally registered with the SEC as LINCOLN CAPITAL, LLC. The firm was established in 09/18/2013. They have over 1 offices throughout the country.
LINCOLN CAPITAL, LLC is a Lincoln, Nebraska based Financial Planning firm with nearly $644,332,628 assets under management, offering retirement planning & investment advisory services to 1131 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168307 |
| SEC# | 801-78526 |
| Assets Managed by Firm | $644,332,628 |
| No. of Clients | 1131 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1131 | $644,332,628 |
| Individuals (other than high net worth individuals) | 308 | $66,081,862 |
| High net worth individuals | 227 | $472,745,832 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,895,143 |
| Charitable organizations | 8 | $2,876,592 |
| Corporations or other businesses | 35 | $100,733,199 |
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|---|---|---|---|
| $53,844,463,960 | 299169 | 404 | |
| $24,871,650,720 | 1982 | 50 | |
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