SL
Stephen A. Linker
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CRD#: 4371114
SL
Professional summary
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That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Stephen Alan Linker was a registered financial professional .
Stephen is a previously registered financial professional and started their career in finance in 1991. Stephen had worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Stephen A. Linker is a non-practicing attorney-at-law in the Commonwealth of Kentucky and his license is currently held in escrow by the Kentucky Bar Association for at least the past 13 years. Mr. Linker does not provide legal services to clients of Linker Capital Management Inc. (LCM).
Stephen A. Linker, as a sole proprietor, is a Kentucky Real Estate Commission licensed real estate broker since 1975 and has not used this license or received compensation as a real estate broker for at least the past 13 years. The license is registered in the name of Stephen Linker Real Estate. Mr. Linker is the sole employee and does not provide real estate brokerage services to clients of Linker Capital Management Inc. The office is located at 5924 Timber Ridge Drive, Suite 101, Prospect, KY 40059-8150.
Stephen A. Linker is manager (non-member) of The Stephen Linker Company LLC. (LLC). The office is located at 5924 Timber Ridge Drive, Suite 101, Prospect, KY 40059-8150. The LLC was established in 2012. The LLC is a tenant-in-common (with family entities, and a Florida LLC which is not a client of LCM, in the ownership of several pieces of commercial real estate located in Jefferson County, Kentucky. The LLC is also a 4.8% limited partner in Gainesway Village LTD, a Kentucky limited partnership that owns Gainesway Village Apartments in Lexington, KY. The LCM does not receive any compensation from the partnership. Mr. Linker devotes approximately 8 hours per month to the real estate properties during hours when the security markets are closed.
Stephen A. Linker is the manager of The Linker Company LLC, a company that owns marketable securities and commercial real estate. The members are: his daughters Meredith Linker Bloomberg [25%] and Jessica E. Linker [25%]; nieces Dana Linker Steele [16.66%] and Jodi A. Linker [16.66%]; and nephew Kevin B. Linker [16.67%]. The Linker Company LLC and its partnership predecessor have exited for over 30 years. The office is located at 5924 Timber Ridge Drive, Suite 101, Prospect, KY 40059-8150. Mr. Linker is not a member and does not receive compensation directly from the The Linker Company LLC. The Linker Company LLC and its members are clients of Linker Capital Management Inc. Mr. Linker does not spend additional time on this company's real estate investments other than the 8 hours referred to in the preceding paragraph.
Stephen A. Linker is the general partner and a 1% owner of L.F. Associates LP (LP), a Delaware limited partnership formed over 35 years ago. The LP is not a client of Linker Capital Management Inc. and Mr. Linker does not receive compensation from the partnership. The limited partners are Mr. Linker's nieces and nephew, Dana Linker Steele, Jodi A. Linker and Kevin B. Linker, each owning a 33% interest in the partnership. The office is located at 12 Venado Drive, Tiburon, California 94920. Mr. Linker does not spend additional time on the LP's real estate investment other than the 8 hours referred to in the preceding paragraphs.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
July 1, 1991 - December 31, 2024
LINKER CAPITAL MANAGEMENT INC
RIA
CRD#: 106757
Prospect, KY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
Current Firm
LC
LINKER CAPITAL MANAGEMENT INC
LINKER CAPITAL MANAGEMENT INC
CRD#: 106757 / SEC#: 801-15077
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Contact information
Main Address
5924 Timber Ridge Drive Suite 101, Prospect, KY 40059-8150
Mailing Address
Phone number
(502) 584-3313
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 107,842,618 |
Red Flags
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