Lincoln Dacosta
Innovative Private Wealth Management · Somers, New York
Lincoln Dacosta is a fee-only financial advisor at Innovative Private Wealth Management in Somers, New York. Innovative Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Innovative Private Wealth Management |
|---|---|
| Based in | Somers, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $367.0M across 711 accounts |
| SEC registration | Investment adviser representative in NY · CRD 2873814 |
| Exams passed | Series 63 (1997) · Series 65 (2008) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.innovativecapsolutions.com |
How Lincoln's firm compares
- Innovative Private Wealth Management's average account is about $516,000, from its Form ADV (assets managed divided by 711 accounts).
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Questions about Lincoln
Is Lincoln Dacosta a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lincoln holds no broker registration, and Innovative Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lincoln charge for financial advice?
Lincoln's firm, Innovative Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lincoln Dacosta based?
Lincoln Dacosta is based in Somers, New York.
Is Lincoln Dacosta registered with the SEC?
Yes. Lincoln Dacosta is registered as an investment adviser representative in NY (CRD 2873814), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Innovative Private Wealth Management manage?
Innovative Private Wealth Management reports $367.0M across 711 accounts in assets under management.
How do I contact Lincoln Dacosta?
Through Lincoln's website, www.innovativecapsolutions.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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