Lincoln Capital Corporation
Firm details
- Headquarters
- East Greenwich, Rhode Island
- CRD number
- 109922
- Registered since
- April 19, 1991
- Website
- lincolncapitalcorp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.87%
- Individuals17.35%
- Charitable Organizations1.81%
- Pension & Profit Sharing Plans0.97%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lincoln Capital Corporation is an independent registered investment adviser that has been SEC-registered since 1991 and is privately held by domestic ownership. The firm serves both individual and family clients as well as institutional clients, and its advisory work centers on financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Fee arrangements combine a percentage-of-AUM model with fixed fees. Lincoln Capital does not describe itself as an active ESG investor and does not market pension consulting or related-adviser services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Investment Grade Corp Bonds11%
- State & Local Bonds8%
- US Government Bonds5%
- Non-Exchange Traded Equities4%
Owners & executives
2 of 2
Sean Mcguirk
Chief Investment OfficerCRD 6580971
Ronald Albert
CEO & Investment Advisor RepresentativeCRD 827311
Contacts
2 of 2
Brittany Moran
Vice President, Investment Advisor RepresentativeCRD 4987748
Alexander Albert
Vice PresidentCRD 5674354
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$233M in ETFs
43%
$99.1M
23%
$134M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $23.2M | 263,570 | 9.93% |
Location
East Greenwich, RI
Kent
Location
East Greenwich, RI
Headquartered in East Greenwich, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Kent
- Address
- 620 Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Forbes Financial Planning, Inc.
RIAEast Greenwich, RI
Balanced Wealth Management, LLC
RIAEast Greenwich, RI
Hall Capital Management Company, Inc.
RIABarrington, RI
The Retirement Planning Company Of New England, Inc.
RIAWarwick, RI
Signet Investment Advisory Group, Inc.
RIAProvidence, RI
Wealth Management Resources, Inc.
RIASmithfield, RI