Brian George Swim
Investment adviser representative at Lincoln Capital, LLC
10 yearsExperience
1 stateRegistered in
$844.8MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Lincoln Capital, LLCNov 2022 to now
- The Leaders Group IncFeb 2019 to Dec 2019
- Insurance Agency Marketing Services, IncJan 2019 to Oct 2022
- UnemployedJun 2016 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NE).
Lincoln Capital, LLC
$844.8MAssets managed
1,266Clients
5Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5045181
- Firm CRD
- 168307