Lincoln Capital Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$406,645,838
Clients
265
Advisors
3
of 6 employees
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
Expertise
Occupation focus
Fee options
Financial planning fixed fees generally range from $1,200 to $5,000
$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
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
620 Main Street, Unit #Cu 2
East Greenwich RI 02818
Advisors at this office
3
Most active in
Florida · Massachusetts · New Hampshire · New York · North Carolina · Rhode Island · Texas · Vermont · Virginia
Also doing business as
Lincoln Capital Corp · Lincoln Capital Corporation
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
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.
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