Big Enough to Deliver, Small Enough to Care.
(770) 977-7779

Driving Your Financial Business

There are many challenges of running your own firm. Research. Portfolio construction. Asset allocation and rebalancing. Reconciliation. Performance reporting. Tax optimization. Spend your time doing what you do best: Working with your clients to build a better tomorrow.


To help you make the most of today’s opportunities, Lindner Capital Advisors delivers the hands-on operational support and backoffice technologies that cut the time and resources required to run your business, as well as innovative tools to help you strengthen your relationship with every client.

Redefining “Turnkey”

Most “turnkey” providers offer one thing: access to technology. To help your business thrive, you need more than just systems. You need a dedicated team to help you bring together the technology, processes, and resources that address the unique needs of your firm.

Our Turnkey Asset Management Program (TAMP) is designed to help you do more to grow your firm—every day—with a solution that tackles every aspect of your business. At Lindner Capital Advisors, “turnkey” means a whole lot more than just systems.

  • Turnkey means you have a dedicated client service representative who knows you by name, knows your business, and knows the answers to your questions.
  • Turnkey means you have access to powerful technologies to help you run the details of your business—from sales and marketing, to backoffice operations, to portfolio management.
  • Turnkey means access to DFA funds to provide your clients with one of the most respected and valued solutions in the industry.
  • Turnkey means you get easy-to-use marketing tools and materials to help you attract new clients, close new business, and communicate valuable information to your clients.
  • Turnkey means the freedom to choose your preferred custodian from industry leaders including Fidelity, TD Ameritrade, Charles Schwab, and more.

Mobile Reporting

In today’s mobile world, your clients expect to be able to access their information whenever they need it.

Our mobile app brings investment reporting into the modern world by offering real-time, consolidated account information—from anywhere.

At Lindner, we are redefining “turnkey” to help drive—and grow—your business.

Advisory Services offered through Lindner Capital Advisors, Inc.,
A Registered Investment Advisor.
3350 Riverwood Pkwy. | Suite 2215 | Atlanta, GA 30339 | Phone: (770) 977-7779
This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Lindner Capital in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.

Form ADV Part 2

CRS Relationship Summary