# Lincoln Capital, LLC

> Lincoln Capital, LLC is an SEC-registered investment advisory firm in Lincoln, NE, registered since 2013, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 168307
- Filed as: LINCOLN CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lincoln, NE
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168307
- AdvisorCensus page: https://advisorcensus.com/firm/lincoln-capital-llc-lincoln-ne-168307

## Quick answers

**How is Lincoln Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lincoln Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Lincoln Capital, LLC charge?**
Its Form ADV Part 2A brochure dated March 9, 2026 states: Flat fee: $1,500 to $10,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Lincoln Capital, LLC located?**
Lincoln Capital, LLC's principal office is in Lincoln, NE, according to its Form ADV.

**Is Lincoln Capital, LLC registered with the SEC or a state?**
Lincoln Capital, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 168307.

**How much does Lincoln Capital, LLC manage?**
Lincoln Capital, LLC reports $844,751,520 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (85% discretionary).

**How have Lincoln Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Lincoln Capital, LLC: Regulatory assets under management: $476,787,236 in the October 2021 data and $844,751,520 in the October 2026 data, up 77%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lincoln Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (639); individuals (other than high net worth individuals) (571); corporations or other businesses not listed above (46).

**Which custodians does Lincoln Capital, LLC use?**
Lincoln Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Lincoln Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168307

**What changed in Lincoln Capital, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $742,867,538 to $844,751,520 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Flat fee: $1,500 to $10,000 (financial planning and consulting services)

> Our flat fees generally range from $1,500 to $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $844,751,520
- Discretionary: $721,808,690
- Non-discretionary: $122,942,830

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 571 | $92,363,370 |
| High net worth individuals | 639 | $622,402,137 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $1,370,493 |
| Charitable organizations | 8 | $5,135,564 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 46 | $123,479,956 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 9 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CO, FL, IA, KS, NE, SD, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thelincolncapitalgroup.com
- Facebook @category

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $476,787,236 | 9 | February 10, 2021 |
| October 2022 | $585,237,732 | 9 | June 20, 2022 |
| October 2023 | $540,387,470 | 10 | January 20, 2023 |
| October 2024 | $644,332,628 | 9 | August 27, 2024 |
| October 2025 | $742,867,538 | 9 | March 18, 2025 |
| October 2026 | $844,751,520 | 9 | March 9, 2026 |

Regulatory assets under management: $476,787,236 in the October 2021 data and $844,751,520 in the October 2026 data, up 77%.
Total employees: 9 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $742,867,538 to $844,751,520 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lincoln Capital, LLC (CRD 168307): Form ADV filing data as of October 2026.