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Lincoln Capital, LLC

● SEC registered since 2013CRD 168307SEC# 801-78526Lincoln, NE
Export (members)
Reg. AUM
$742.9M
Employees
9
Accounts
1,176
Location
Lincoln, NE

Lincoln Capital, LLC assets under management

Lincoln Capital, LLC is a registered investment adviser overseen by the SEC based in Lincoln, NE. The firm has been registered since 2013. It reports $742.9 million in regulatory assets under management and employs 9 people.

Lincoln Capital, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian George SwimChief Compliance OfficerUnder 5%2024
Judd Aaron Norman ControlManaging MemberOver 75%2005

Frequently asked questions

How much does Lincoln Capital, LLC manage?

Lincoln Capital, LLC reports $742.9 million in regulatory assets under management on its Form ADV.

How many employees does Lincoln Capital, LLC have?

Lincoln Capital, LLC reports 9 employees.

Where is Lincoln Capital, LLC located?

Lincoln Capital, LLC is based in Lincoln, NE and has been SEC-registered since 2013.

Does Lincoln Capital, LLC disclose fund performance?

Lincoln Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6003 Old Cheney Rd, Suite 350, Lincoln, NE 68516
Phone4024831400
Fax402-483-1402
Office hours8:00 a.m. - 5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$594.5M
Non-discretionary$148.4M
Total (RAUM)$742.9M