Lincoln Capital, LLC

Overview

Lincoln Capital, LLC is an SEC registered investment adviser based in Lincoln, NE, registered since 2013. It reports $845M in assets under management across 1,266 accounts, with 9 employees. It has 5 investment adviser representatives.

Reported AUM

$845M

Discretionary

85%

Accounts

1,266

Average account

$667K

Employees

9

Advisory reps

5

Registered since

2013

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Judd Aaron Norman Managing Member CRD 1484772
• Brian George Swim Chief Compliance Officer CRD 5045181

Advisory reps 3 of 5

• Truman Wendell Faeh Insurance Agent · Investment Adviser Rep CRD 6110504
• Jonnathan Isaac McLain Investment Adviser Rep CRD 8302808
• Brett C Neal Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2092816

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

6003 Old Cheney Rd Ste 350
Lincoln, NE 68516

County

Lancaster

Metro area

Lincoln, NE

Region

Midwest

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: thelincolncapitalgroup.com

Every state, with registration dates

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