# Lincoln Capital Corporation

> Lincoln Capital Corporation is an SEC-registered investment advisory firm in East Greenwich, RI, registered since 1991, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 109922
- Filed as: LINCOLN CAPITAL CORPORATION
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: East Greenwich, RI
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109922
- AdvisorCensus page: https://advisorcensus.com/firm/lincoln-capital-corporation-east-greenwich-ri-109922

## Quick answers

**How is Lincoln Capital Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), Lincoln Capital Corporation reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Lincoln Capital Corporation charge?**
Its Form ADV Part 2A brochure dated March 9, 2026 states: Flat fee: $1,200 to $5,000 (standalone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Lincoln Capital Corporation located?**
Lincoln Capital Corporation's principal office is in East Greenwich, RI, according to its Form ADV.

**Is Lincoln Capital Corporation registered with the SEC or a state?**
Lincoln Capital Corporation is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 109922.

**How much does Lincoln Capital Corporation manage?**
Lincoln Capital Corporation reports $418,266,246 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (97% discretionary).

**How have Lincoln Capital Corporation's assets and staff changed since 2021?**
In the Form ADV data for Lincoln Capital Corporation: Regulatory assets under management: $301,999,786 in the October 2021 data and $418,266,246 in the October 2026 data, up 38%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lincoln Capital Corporation serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (149); high net worth individuals (116); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Which custodians does Lincoln Capital Corporation use?**
Lincoln Capital Corporation's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Lincoln Capital Corporation report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109922

**Does Lincoln Capital Corporation state an account minimum?**
Its Form ADV Part 2A brochure dated March 9, 2026 says: "Lincoln Capital may require a minimum account size of $500,000 for investment advisory clients, although this may be negotiable in certain circumstances."

**What changed in Lincoln Capital Corporation's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $377,530,510 to $418,266,246 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Lincoln Capital may require a minimum account size of $500,000 for investment advisory clients, although this may be negotiable in certain circumstances.

- Flat fee: $1,200 to $5,000 (standalone financial planning services)

> Lincoln Capital may charge a fixed fee for standalone financial planning services. These fees are negotiable but generally range from $1,200 to $5,000 on a fixed fee basis depending upon the level and scope of the services

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $418,266,246
- Discretionary: $407,686,154
- Non-discretionary: $10,580,092

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 149 | $72,576,190 |
| High net worth individuals | 116 | $334,069,648 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $4,051,783 |
| Charitable organizations | Fewer than 5 | $7,568,625 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1991 (35 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, NC, NH, NY, RI, TX, VA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [lincolncapitalcorp.com](https://lincolncapitalcorp.com)
- Facebook @lincolncapitalcorp
- LinkedIn @lincoln-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $301,999,786 | 7 | March 23, 2021 |
| October 2022 | $344,604,919 | 7 | April 18, 2022 |
| October 2023 | $303,373,998 | 6 | June 29, 2023 |
| October 2024 | $349,926,226 | 6 | March 4, 2024 |
| October 2025 | $377,530,510 | 6 | June 18, 2025 |
| October 2026 | $418,266,246 | 6 | March 9, 2026 |

Regulatory assets under management: $301,999,786 in the October 2021 data and $418,266,246 in the October 2026 data, up 38%.
Total employees: 7 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $377,530,510 to $418,266,246 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lincoln Capital Corporation (CRD 109922): Form ADV filing data as of October 2026.