Lindner Capital Advisors, Inc. is a large advisory firm based in Marietta. It manages $461.58 million of regulatory assets for 2,105 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 41 other states.
Lindner Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lindner Capital Advisors, Inc. is $461.58 million. The firm's AUM has grown by 508% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Lindner Capital Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Robert Joseph Lindner is individuals with 1,137 clients and $290.97 million of assets under management. Among the 8 most similar advisory firms, Lindner Capital Advisors has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $461.58 million for 1,298 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Lindner Capital Advisors doesn't advise any private funds.
The company employs 17 people that are either part- or full-time employees. 65 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There are 31 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Robert Joseph Lindner has been acting as President since 1 Feb 1983. Charles Bryan Wood joined the executive team most recently as the Coo And Chief Compliance Officer.
The principal office where Lindner Capital Advisors, Inc. performs its advisory services is located at 600 Village Trace Ne, Marietta, GA 30067 4069, which is also the mailing address of the firm. An additional office of the firm is in Hanover, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 770-977-7779 or by fax 770-874-6113. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at lindnercapital.com.