LINCOLN CAPITAL, LLC

CRD 168307File 801-78526

APPROVED

Retail clients

Filing as of Mar 9, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$844.8M

Above cohort median (national)

Discretionary AUM

$721.8M

Non-discretionary $122.9M

Clients

1,266

1,266 accounts

Employees

Above cohort median in NE

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Sep 18, 2013
Principal office: 6003 OLD CHENEY RD, SUITE 350, LINCOLN, NE, 68516
Phone: 4024831400
Website: https://www.facebook.com/pages/category/Financial-Service/Lincoln-Capital-LLC-105352597954723/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $844.8M
Discretionary AUM: $721.8M
Non-discretionary AUM: $122.9M
Discretionary accounts: 1,139
Non-discretionary accounts: 127
Total accounts: 1,266
AUM per client: $667K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	46	$123.5M
Charitable organizations	8	$5.1M
High net worth individuals	639	$622.4M
Pension and profit sharing plans	Fewer than 5	$1.4M
Individuals (other than high net worth individuals)	571	$92.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.