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| Lincoln Capital LLC
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|---|---|
| CRD # | 168307 |
| SEC # | 801-78526 |
| CIK # | 0001633862, 0000872359 |
| AUM | 844.8 M (2026-03-09) |
| Employees | 9 (44% Investors, 22% Brokers) |
| Fees | |
| Minimum | |
| Phone | 402-483-1400 |
| Address | 6003 Old Cheney Rd Lincoln, NE 68516 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001633862 0000872359 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 15.6 | ||
| Apple Inc | 14.7 | ||
| Alphabet Inc | 9.8 | ||
| Amazon Com Inc | 8.6 | ||
| Broadcom Inc | 5.5 | ||
| Schwab Charles Corp | 5.5 | ||
| Amerisourcebergen Corp | 5.5 | ||
| General Electric Co | 5.3 | ||
| Rocket Companies Inc | 4.4 | ||
| SAIA Inc | 3.6 | ||
| Centerpoint Energy Inc | 3.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 571 | 92.4 |
| (b) Individuals (high net worth individuals) | 639 | 622.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.4 |
| (h) Charitable organizations | 8 | 5.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 46 | 123.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,266 | 844.8 |
| By Discretionary | ||
| Discretionary | 1,139 | 721.8 |
| Non-Discretionary | 127 | 122.9 |
| Total | 1,266 | 844.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 844.8 | |
| Total | 1,266 | 844.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000872359] | |
| 13F-HR | [0001633862] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 30 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mitchell Capital Management Co
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KS | 847.3 M |
|
Seneca Financial Advisors LLC
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NY | 847.2 M |
|
Barry Investment Advisors LLC
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MA | 846.8 M |
|
Oakworth Asset Management LLC
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AL | 846.3 M |
|
Integrated Quantitative Investments LLC
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WA | 844.8 M |
|
American Money Management LLC
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CA | 844.0 M |
|
Claremont Capital Management LLC
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AZ | 843.9 M |
|
Inlight Wealth Management LLC
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GA | 843.3 M |
|
Donald L Hagan LLC
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FL | 842.8 M |
|
Loomis Capital Management LP
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|
842.2 M |