LINCOLN CAPITAL, LLC
CRD #168307 SEC #801-78526 LINCOLN, NE 4024831400
SEC Registered
Total AUM
$742.9M
Discretionary
$594.5M
Employees
9
Clients
10
Accounts
1,176
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $742.9M | $594.5M | $148.4M | 9 | 27 |
| Aug 2024 | $644.3M | $557.2M | $87.1M | 9 | 21 |
| Jul 2024 | $644.3M | $557.2M | $87.1M | 10 | 21 |
| Jan 2024 | $644.3M | $557.2M | $87.1M | 10 | 21 |
| Jan 2023 | $540.4M | $465.2M | $75.2M | 10 | 28 |
| Jun 2022 | $585.2M | $522.6M | $62.7M | 9 | 18 |
| Jan 2022 | $585.2M | $522.6M | $62.7M | 9 | 18 |
| Feb 2021 | $476.8M | $430M | $46.8M | 9 | 19 |
| Jun 2020 | $368.8M | $353M | $15.9M | 11 | 8 |
| Feb 2020 | $368.8M | $353M | $15.9M | 11 | 8 |
| Sep 2019 | $292.6M | $279M | $13.7M | 10 | 4 |
| Mar 2019 | $292.6M | $279M | $13.7M | 10 | 4 |
| Sep 2018 | $294.6M | $279.7M | $14.9M | 9 | 0 |
| Mar 2018 | $294.6M | $279.7M | $14.9M | 9 | 0 |
| Mar 2017 | $235.3M | $224.3M | $11M | 8 | 309 |
| Jul 2016 | $220.7M | $210.2M | $10.5M | 6 | 309 |
| Mar 2016 | $220.7M | $210.2M | $10.5M | 6 | 309 |
| Aug 2015 | $197.1M | $190.1M | $7M | 6 | 353 |
| Jun 2015 | $197.1M | $190.1M | $7M | 6 | 353 |
| Mar 2015 | $197.1M | $190.1M | $7M | 6 | 353 |
| Feb 2014 | $168.2M | $163.1M | $5.1M | 6 | 300 |
| Dec 2013 | $156.6M | $154.6M | $2M | 7 | 0 |
| Oct 2013 | $0 | $0 | $0 | 7 | 0 |
| Sep 2013 | $0 | $0 | $0 | 7 | 0 |
| Aug 2013 | $0 | $0 | $0 | 7 | 0 |
DateMar 2025
Total AUM$742.9M
Discretionary$594.5M
Non-Disc.$148.4M
Employees9
Clients27
DateAug 2024
Total AUM$644.3M
Discretionary$557.2M
Non-Disc.$87.1M
Employees9
Clients21
DateJul 2024
Total AUM$644.3M
Discretionary$557.2M
Non-Disc.$87.1M
Employees10
Clients21
DateJan 2024
Total AUM$644.3M
Discretionary$557.2M
Non-Disc.$87.1M
Employees10
Clients21
DateJan 2023
Total AUM$540.4M
Discretionary$465.2M
Non-Disc.$75.2M
Employees10
Clients28
DateJun 2022
Total AUM$585.2M
Discretionary$522.6M
Non-Disc.$62.7M
Employees9
Clients18
DateJan 2022
Total AUM$585.2M
Discretionary$522.6M
Non-Disc.$62.7M
Employees9
Clients18
DateFeb 2021
Total AUM$476.8M
Discretionary$430M
Non-Disc.$46.8M
Employees9
Clients19
DateJun 2020
Total AUM$368.8M
Discretionary$353M
Non-Disc.$15.9M
Employees11
Clients8
DateFeb 2020
Total AUM$368.8M
Discretionary$353M
Non-Disc.$15.9M
Employees11
Clients8
DateSep 2019
Total AUM$292.6M
Discretionary$279M
Non-Disc.$13.7M
Employees10
Clients4
DateMar 2019
Total AUM$292.6M
Discretionary$279M
Non-Disc.$13.7M
Employees10
Clients4
DateSep 2018
Total AUM$294.6M
Discretionary$279.7M
Non-Disc.$14.9M
Employees9
Clients0
DateMar 2018
Total AUM$294.6M
Discretionary$279.7M
Non-Disc.$14.9M
Employees9
Clients0
DateMar 2017
Total AUM$235.3M
Discretionary$224.3M
Non-Disc.$11M
Employees8
Clients309
DateJul 2016
Total AUM$220.7M
Discretionary$210.2M
Non-Disc.$10.5M
Employees6
Clients309
DateMar 2016
Total AUM$220.7M
Discretionary$210.2M
Non-Disc.$10.5M
Employees6
Clients309
DateAug 2015
Total AUM$197.1M
Discretionary$190.1M
Non-Disc.$7M
Employees6
Clients353
DateJun 2015
Total AUM$197.1M
Discretionary$190.1M
Non-Disc.$7M
Employees6
Clients353
DateMar 2015
Total AUM$197.1M
Discretionary$190.1M
Non-Disc.$7M
Employees6
Clients353
DateFeb 2014
Total AUM$168.2M
Discretionary$163.1M
Non-Disc.$5.1M
Employees6
Clients300
DateDec 2013
Total AUM$156.6M
Discretionary$154.6M
Non-Disc.$2M
Employees7
Clients0
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0