Lincoln Capital, LLC

Financial planning in Lincoln, NE

SEC registeredNo commissions reported

Call (402) 483-1400 Send a message Map ↗

Public-record details

Address: 6003 Old Cheney Rd, Suite 350, Lincoln, NE 68516
Phone: (402) 483-1400
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
CRD number: 168307
Registration: SEC registered since 2013-09-18
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $844.8 million
Accounts managed: 1,266
Clients reported (Form ADV 5.D): 1,266
Individual / high-net-worth clients: 571 / 639
Employees: 9
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-09

SEC registered investment adviser, CRD 168307, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 168307 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Lincoln

Allstate Financial Advisors, LLC151 N 8th Street, Suite 450 · Lincoln, NE 68508 · (877) 232-2142CRD 109524 · Other · $142.4 million AUMSEC registeredNo commissions reported Ameritas Advisory Services, LLC5900 O Street · Lincoln, NE 68510 · (800) 335-9858 · Financial planningCRD 317245 · % of assets, Hourly charges, Fixed fees · $13.7 billion AUMSEC registeredNo commissions reported Ameritas Investment Partners, INC.5945 R Street · Lincoln, NE 68505 · (402) 467-6980 · Flat / fixed feesCRD 109381 · % of assets, Fixed fees, Other · $29.0 billion AUMSEC registeredNo commissions reported Bellwether Wealth140 North 8th Street, Suite 210 · Lincoln, NE 68058 · (402) 476-8844 · Financial planningCRD 300012 · % of assets, Hourly charges, Fixed fees · $784.0 million AUMSEC registeredNo commissions reported Capital Consulting & Asset Management140 N. 8th Street, 410 the Apothecary · Lincoln, NE 68508 · (402) 477-2500 · Financial planningCRD 41438 · % of assets, Hourly charges · $218.7 million AUMSEC registeredNo commissions reported Flagstone Financial Management, LLC5801 Hidcote Dr. Ste 100 · Lincoln, NE 68516 · (402) 413-0440 · Financial planningCRD 285484 · % of assets, Hourly charges, Fixed fees · $467.8 million AUMSEC registeredNo commissions reported Hbe Wealth Management, LLC7140 Stephanie Lane · Lincoln, NE 68516 · (402) 423-4343 · % of assets managedCRD 128315 · % of assets · $277.4 million AUMSEC registeredNo commissions reported Mjb Financial Planning1520 S. 70th Street, Suite 104 · Lincoln, NE 68506 · (402) 413-1097 · Financial planningCRD 141373 · % of assets, Fixed fees · $60.2 million AUMState registeredNo commissions reported

All 16 in Lincoln →