Lincoln Capital
Lincoln Capital LLC is an independently owned Registered Investment Adviser in Lincoln, Nebraska, providing investment management, retirement planning, life insurance (via subsidiary Lincoln Capital Life LLC), and professional referral services to individual investors and families licensed across seven Midwestern and Western U.S. states.
- Company typePrivate
- Founded2019
- HeadquartersLincoln, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Lincoln Capital does
Lincoln Capital LLC is an independently owned wealth advisory and financial services firm operating as a Registered Investment Adviser (RIA) out of Lincoln, Nebraska. The firm delivers personalized investment management, retirement planning, life insurance advisory, and estate/business succession planning to individual investors and families, primarily across the U.S. Midwest and Mountain West. Its advisor team — led by Founder/Owner/President Judd Norman and including Brett Neal, Truman Faeh, Brian Swim (also serving as Compliance Officer), Kristin Chance (Operations Manager), and Kassidy Willson (Client Relationship Manager) — claims over 100 years of collective advisory experience. The firm is licensed to solicit business in seven states: Nebraska, Colorado, Kansas, Missouri, South Dakota, Texas, and Illinois.
The firm's product surface consists of four core service lines: long-term equity and fixed-income portfolio management; retirement planning across accumulation and decumulation stages; life insurance placement through wholly-owned subsidiary Lincoln Capital Life LLC; and a "Professional Connections" referral service that coordinates client introductions to affiliated attorneys, CPAs, and industry specialists. Client account access is provided through a third-party eMaplan-powered portal (the "LC Money Map"), which offers account aggregation, reporting, document vault, and goal-tracking functionality — there is no proprietary technology platform. Supporting administrative roles include Chynna Hier (Administrative Assistant), Allison Hraban, and Crystal Boysen (Administrative Associate & Payroll Specialist), bringing the identified team to roughly 9 staff.
Lincoln Capital's business model combines recurring advisory fees (Registered Investment Adviser compensation, billed annually on a quote-based, non-publicly-disclosed structure) with life insurance placement commissions. The firm explicitly states that it is compensated solely by clients and not by product sales commissions tied to proprietary products, reinforcing its RIA positioning. Go-to-market is relationship-led: customer acquisition is driven primarily by referrals from satisfied clients and from professional partners such as attorneys and CPAs, with the firm website and direct phone outreach (402-483-1400) serving as secondary top-of-funnel channels. No institutional investment, parent company, or external ownership has been disclosed, and the firm is a privately held LLC operating since approximately 2019.
Lincoln Capital firmographics
Firmographics- Name
- Lincoln Capital
- Legal name
- Lincoln Capital LLC
- Website
- https://thelincolncapitalgroup.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Lincoln Capital LLC is an independently owned Registered Investment Adviser in Lincoln, Nebraska, providing investment management, retirement planning, life insurance (via subsidiary Lincoln Capital Life LLC), and professional referral services to individual investors and families licensed across seven Midwestern and Western U.S. states.
- Ownership category
- akta.pro rank
Lincoln Capital industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Lincoln Capital is headquartered
LocationHeadquarters
- HQ city
- Lincoln
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Lincoln Capital business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure, Others
Revenue model
- Investment Advisory Services: Lincoln Capital LLC is a Registered Investment Adviser. Revenue is generated through advisory fees for investment management, retirement planning, and financial planning services. The firm is independently owned and compensated solely by clients, not by product sales commissions.
- Life Insurance Services: Life insurance products and services offered through Lincoln Capital Life LLC. Insurance products are placed to meet client needs, with the firm acting as an intermediary to find suitable policies.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Advisory fee structure - details not publicly disclosed |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Lincoln Capital product offering
Product offeringCore offering
Lincoln Capital is an independently owned Registered Investment Adviser that delivers personalized wealth advisory services, including long-term equity and fixed-income investment management, comprehensive retirement planning, life insurance advisory and placement through subsidiary Lincoln Capital Life LLC, and professional connection coordination with attorneys, CPAs, and other specialists. The firm serves individual investors and families across the Midwest and Mountain West with over 100 years of collective advisor experience.
Product overview
The Lincoln Capital Group is an independently owned wealth advisory and financial services firm offering a unified suite of services built around investment management, retirement planning, life insurance, and professional connections. The core offering centers on personalized wealth advisory delivered through a team with over 100 years of combined experience. The primary products include Investing Services (long-term equity and fixed income management), Retirement Planning, Life Insurance Services, and Professional Connections. All services are supported by the LC Money Map Client Portal, which provides secure account access, reporting, and document management. The firm is structured as a Registered Investment Adviser offering these services as an integrated financial planning practice rather than discrete software products.
Differentiator
Problem solved
Functional benefit
Products and services
- Investing Services Long-term equity and fixed income investment management focused on high-quality, growing businesses and stable fixed income instruments such as CDs, Treasury Bonds, and municipal bonds, designed for individual investors and families.
- Retirement Planning Comprehensive retirement planning services covering all stages — from planning and saving for retirement, through approaching retirement, to managing money during retirement — for individual investors.
- Life Insurance Services Life insurance advisory and placement services including death benefit protection, cash accumulation products, income tax benefits, and estate planning integration, delivered through subsidiary Lincoln Capital Life LLC for individual and family clients.
- Professional Connections Network coordination service providing professional introductions to attorneys, CPAs, and specialized industry professionals to complement client financial planning.
- LC Money Map Client Portal Secure online portal providing on-demand access to financial accounts, account overview, report generation, document vault, and goal tracking capabilities for existing Lincoln Capital clients.
Companies that use Lincoln Capital
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles1 record
Lincoln Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Lincoln Capital partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights4 records
Lincoln Capital competitors and assessment
Company assessmentBroad incumbents
- Mariner Wealth Advisors: Mariner is a large, independent RIA offering holistic wealth advisory (investment management, retirement, estate, tax) — the same integrated, fee-based service model Lincoln Capital delivers, but at national scale via acquisitions.
- Carson Group: Carson is a Midwest-headquartered independent advisor platform that supports RIAs with holistic wealth services, coaching, and technology. It directly mirrors Lincoln Capital's fee-based, holistic approach and is a likely competitor and potential acquirer in adjacent geographies.
- Creative Planning: Creative Planning is one of the largest independent, fee-only RIAs in the U.S., offering investment, retirement, estate, and insurance planning — directly comparable service mix to Lincoln Capital, with a similar Midwest origin and actively acquiring smaller RIAs.
- Mercer Advisors: Mercer Advisors is a national, PE-backed independent RIA offering comprehensive wealth management including investment, tax, estate, and insurance services. It is a directly comparable holistic, fee-based RIA and one of the most active acquirers of smaller independent firms.
- Commonwealth Financial Network: Commonwealth is an independent advisor support platform serving RIAs and financial advisors with practice management, technology, and product access. It is comparable as a fee-based, independent-channel peer and potential home for advisors of Lincoln Capital's profile.
- Focus Financial Partners: Focus is a leading partnership of independent RIAs and a serial acquirer of wealth advisory firms. It represents the most relevant consolidation/PE-backed exit comparator for an independent RIA like Lincoln Capital.
- Edelman Financial Engines: Edelman Financial Engines is a large national RIA combining traditional advisor-led wealth management with a digital planning platform. It is comparable as a fee-only advisor serving similar client needs at materially greater scale.
- Personal Capital (Empower): Personal Capital (now part of Empower) is a tech-enabled wealth manager combining a digital dashboard with human advisor services. It is comparable as a hybrid human+technology RIA model and represents the digital competitive threat to traditional small RIAs.
- Cambridge Investment Research: Cambridge is a large independent broker-dealer and RIA support platform serving independent financial advisors. It is comparable as an independent-channel peer that recruits and supports RIAs of Lincoln Capital's size and profile.
Emerging players
- Facet Wealth: Facet is a flat-fee digital-first RIA serving mass-affluent and HNW clients with holistic financial planning. It is comparable as a fee-only, technology-enabled RIA targeting the same client segment, though with a digital rather than personal-advisor delivery model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks2 records
Key highlights6 records
Customer concentration
Lincoln Capital social profiles
Digital presenceLincoln Capital compliance and trust
Trust signalCompliance1 record
Lincoln Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Lincoln Capital leadership team
Management profileNumber of profiles
Profiles6 records
Lincoln Capital subsidiaries and ownership
Company hierarchySubsidiaries1 record
Lincoln Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Lincoln Capital M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Lincoln Capital
What does Lincoln Capital do?
Lincoln Capital is an independently owned Registered Investment Adviser that delivers personalized wealth advisory services, including long-term equity and fixed-income investment management, comprehensive retirement planning, life insurance advisory and placement through subsidiary Lincoln Capital Life LLC, and professional connection coordination with attorneys, CPAs, and other specialists. The firm serves individual investors and families across the Midwest and Mountain West with over 100 years of collective advisor experience.
Is Lincoln Capital a public or private company?
Lincoln Capital is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Lincoln Capital founded?
Lincoln Capital was founded in 2019. It employs 1 to 10 people.
Where is Lincoln Capital based?
Lincoln Capital is headquartered in Lincoln, United States, in the North America region.
How does Lincoln Capital make money?
Two revenue lines are on record. Investment Advisory Services are the primary driver. The others are life Insurance Services.
Who are Lincoln Capital's main competitors?
Broad incumbents on record are Mariner Wealth Advisors, Carson Group, Creative Planning, Mercer Advisors, Commonwealth Financial Network, Focus Financial Partners, Edelman Financial Engines, Personal Capital (Empower) and Cambridge Investment Research. Facet Wealth is listed as an emerging player.
Does Lincoln Capital have an API?
No public API is recorded for Lincoln Capital.
What industry is Lincoln Capital in?
Lincoln Capital's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.