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. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Its fee arrangements combine asset-based percentages and fixed-fee engagements. Investment practice centers on equity-oriented portfolios with a mix of managed ETF and stock holdings supplemented by targeted allocations to alternative strategies and insurance products. The firm is not identified as an ESG-focused investor in the available data.
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
Ronald Albert
CEO & Investment Advisor RepresentativeCRD 827311
Sean Mcguirk
Chief Investment OfficerCRD 6580971
Contacts
2 of 2
Alexander Albert
Vice PresidentCRD 5674354
Brittany Moran
Vice President, Investment Advisor RepresentativeCRD 4987748
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$236M in ETFs
37%
$87.7M
25%
$148M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $25.8M | 287,826 | 10.96% |
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
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