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Lincoln Capital Corporation

Updated today

Client assets under management

$406,645,838

Clients

265

44% high-net-worth

Advisors

3

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

88

High

Average account size

$1,534,513

About

Lincoln Capital serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, and charitable organizations, offering discretionary portfolio management and standalone or integrated financial planning. The firm operates on a fee‑only basis and states that it does not accept commissions, sell financial products, or accept finder’s fees.

Lincoln Capital develops a written investment policy through client discussions and implements strategies across individual equities, bonds, mutual funds and ETFs, using fundamental, technical and cyclical analysis and offering risk profiles from income to equity‑only. Accounts are managed primarily on a discretionary basis with regular monitoring and quarterly reporting, and custody and trade execution are facilitated through a broker‑dealer relationship that provides institutional trading and support services.

Noteworthy features include managing over $400 million in client assets while operating with a three‑advisor team and dedicated investment leadership and in‑house research, resulting in a high concentration of discretionary assets per advisor and per client. The firm also discloses practices such as occasional cross trades in municipal bonds under written procedures, a stated $500,000 account threshold (negotiable), and formal proxy‑voting and personal‑trading policies.

Client services

Financial planning Portfolio management

Expertise

Wealth management Charitable giving & philanthropy

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial planning fixed fees generally range from $1,200 to $5,000

Percentage

$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.85% $1,000,000 - $3,000,000: 0.65% $3,000,000 - $5,000,000: 0.55% $5,000,000+: Customized

Other

Account minimum: $500,000 Fee-only: Asset-based fees as per tiered schedule; financial planning fixed fees from $1,200 to $5,000

Main office location

Lincoln Capital Corporation

620 Main Street, Unit #Cu 2

East Greenwich RI 02818, United States

Number of offices

4

Most active in

Florida · Massachusetts · New Hampshire · New York · North Carolina · Rhode Island · Texas · Vermont · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brittany M

CFP®, Series 66

East Greenwich, RI

Lincoln Capital Corporation

Brittany Moran is a Certified Financial Planner® with 19 years of industry experience. She has been with Lincoln Capital Corporation since 2011. Lincoln Capital serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering discretionary portfolio management and integrated financial planning with a fee-only approach. The firm manages over $400 million in client assets through a small team, employing fundamental, technical, and cyclical analysis across various investment types.

Wealth management Charitable giving & philanthropy Founder/Business Owner
user avatar

Sean M

CFA®

East Greenwich, RI

Lincoln Capital Corporation

Sean Mcguirk is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Lincoln Capital Corporation since 2015. He is based in East Greenwich, Rhode Island, and operates within a three-advisor team. Lincoln Capital Corporation provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis across various asset classes and manages over $400 million in client assets on a fee-only basis.

Wealth management Charitable giving & philanthropy Founder/Business Owner
user avatar

Alexander A

CFP®, Series 65

East Greenwich, RI

Lincoln Capital Corporation

Alexander Albert is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Lincoln Capital Corporation since 2015. Based in East Greenwich, RI, he holds a Series 65 license in addition to his CFP® designation. Lincoln Capital Corporation provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates on a fee-only basis, developing written investment policies tailored to client needs and managing accounts primarily on a discretionary basis with regular monitoring and reporting.

Wealth management Charitable giving & philanthropy Founder/Business Owner
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