Truman
Faeh

Lincoln Capital, LLC

CRD#6110504
Investment Advisor
in Lincoln, NE

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About this Advisor

Truman Faeh is a financial advisor based out of Lincoln, Nebraska, who has 5 years of relevant experience. Faeh is an advisor for Lincoln Capital, LLC. The advisor has gained experience at Signal 88 Franchise Group, Trinity Financial, Client One Securities, LLC, Mutual Securities, Inc and Lincoln Capital, LLC. Faeh holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Nebraska. Lincoln Capital, LLC is an advisory firm operating out of Lincoln, NE. It controls $540 million in assets under management between its 1,068 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm advises six charitable organizations. Of its 1,068 accounts, 38% belong to high-net-worth clients who have at least $1 million in investable assets. Lincoln Capital, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fees charged by Lincoln Capital, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6003 Old Cheney Rd Suite 350
Lincoln, NE 68516

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Lincoln Capital, LLC Brokerage Details

Total Assets Under Management

$540,387,470

NE Average: $1,978,216,465
Total Number of Employees

10

NE Average: 226
Total Number of Accounts

1,068

NE Average: 7,467
Average Account Size

$505,981

NE Average: $264,928

Investment Advisory Services

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

Truman Faeh Work History

Truman has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Mutual Securities, Inc

2018 - Present (6 years)

Lincoln Capital, LLC

2014 - 2017 (3 years)

Trinity Financial

2014 - 2017 (3 years)

Client One Securities, LLC

2012 - 2014 (2 years)

Signal 88 Franchise Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Truman Faeh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lincoln Capital, LLC

Truman Faeh
Lincoln, NE
Judd Norman
Lincoln, NE
Cynthia Hahn
Lincoln, NE
Brett Neal
Lincoln, NE
Brian Swim
Lincoln, NE

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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