Lincoln Capital, LLC
● SEC registered since 2013CRD 168307SEC# 801-78526Lincoln, NE
Reg. AUM
$844.8M
Employees
9
Accounts
1,266
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 $844.8 million in regulatory assets under management and employs 9 people.
Lincoln Capital, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian George Swim | Chief Compliance Officer | Under 5% | 2024 |
| Judd Aaron Norman Control | Managing Member | Over 75% | 2005 |
Frequently asked questions
How much does Lincoln Capital, LLC manage?
Lincoln Capital, LLC reports $844.8 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
| Address | 6003 Old Cheney Rd, Suite 350, Lincoln, NE 68516 |
| Phone | 4024831400 |
| Fax | 402-483-1402 |
| Office hours | 8:00 a.m. - 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$844.8M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$844.8Mregulatory AUM
Discretionary $721.8MNon-discretionary $122.9M