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LINCOLN CAPITAL, LLC

dba LINCOLN CAPITAL, LLC · CRD 168307 · Registered Investment Adviser

LINCOLN CAPITAL, LLC is a Registered Investment Adviser headquartered in LINCOLN, NE. The firm reports $844,751,520 in regulatory assets under management across 1,266 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$721,808,690
Non-discretionary$122,942,830
Total RAUM$844,751,520
Accounts1,266

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 168307. adviserinfo.sec.gov/firm/summary/168307.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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