This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Quantum capital
- Established Date
- 09-18-2013
- Office Locations
- 1
Office Locations
About Lincoln Capital, LLC
Lincoln Capital is an independently owned wealth advisory and financial services firm serving individuals and businesses with investment planning and selection, retirement planning, and life insurance strategies, including estate and business succession planning. The team coordinates with clients’ attorneys and CPAs and can introduce outside specialists. Its insurance practice is not tied to specific carriers, enabling policy selection tailored to client goals.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JUDD AARON NORMAN
Investment Advisor Representative, Managing Member
- CRD
- #1484772
- Ownership
- 75% or more
Brian George Swim
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #5045181
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
TRUMAN WENDELL FAEH
Investment Advisor Representative
- CRD
- #6110504
BRETT C NEAL
Financial Advisor, General Partner
- CRD
- #2092816
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $721,808,690 | $633,721 |
| Non-Discretionary | $122,942,830 | $968,054 |
| Total | $844,751,520 | $667,260 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $844,751,520
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $318,505,677 | 6.8% |
| Public Funds | $1,152,241,127 | 24.6% |
| U.S. Government/Agency | $519,913,679 | 11.1% |
| Cash | $1,302,126,152 | 27.8% |
| Municipal Bonds | $1,391,120,387 | 29.7% |
| Total | $4,683,907,022 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT PIONEER | MATRIX INSIGHT | TOHX70QNZ | AZF | 12.25% | $2,298,678 |
| CREST SUMMIT | FOCUS BRIDGE | R3MF5K3JL | CWXD | 4.03% | $65,335,551 |
| VITAL MERIDIAN | FRONTIER RIDGE | CT05PQEDE | JRMI | 10.72% | $61,785,605 |
| OAK HARBOR CATALYST | RADIAL ALPHA | M7UF684M9 | RZI | 2.62% | $7,552,753 |
| CATALYST RADIAL | ALPHA ATLAS | K1RBY8L50 | CKYXD | 7.64% | $32,290,410 |
| MATRIX PIONEER ELEMENT | NORTH PIONEER | VFKF64LAZ | KFMXT | 3.73% | $28,901,800 |
| FUSION QUANTUM | VERTEX INSIGHT | 2EH5GRWD0 | PBGQ | 4.42% | $48,021,227 |
| EMBER PIONEER FUSION | BRIDGE PEAK | MTPHHBU5P | SKQZ | 8.90% | $21,365,744 |