Wealth Manager
    SEC Registered
    Manages Private Funds

    Lincoln Capital Corporation

    Registered investment advisor · East Greenwich, Rhode Island · CRD #109922

    Assets Under Management
    $418M
    Client Accounts
    906
    Employees
    6
    CRD Number
    109922
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Lincoln Capital Corporation

    Lincoln Capital Corporation is a family-owned, fee-only investment advisory firm with over 30 years of experience in financial planning and asset management. It offers personalized services and prioritizes client success through independent, fiduciary-focused financial advice. The firm also provides brokerage and investment advisory services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Lincoln Capital Corporation

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    Frequently Asked Questions

    What is Lincoln Capital Corporation's AUM?

    Lincoln Capital Corporation reports approximately $418M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Lincoln Capital Corporation headquartered?

    Lincoln Capital Corporation is headquartered in East Greenwich, Rhode Island.

    What is Lincoln Capital Corporation's CRD number?

    Lincoln Capital Corporation's CRD number is 109922. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Lincoln Capital Corporation manage?

    Lincoln Capital Corporation manages approximately 906 client accounts according to its latest SEC filing.

    Is Lincoln Capital Corporation SEC registered?

    Yes, Lincoln Capital Corporation is registered with the SEC as an investment adviser with an approved registration status.

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