Lincoln Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lincoln Management provides continuous investment supervisory services to individuals, trusts, charitable organizations and business entities, and its brochure reports a small client base of 29 with approximately $64.9 million in assets under management as of December 31, 2025 (about $8.9 million discretionary and $56.0 million non‑discretionary). The firm charges fees as a percentage of assets under management and does not provide standalone financial planning or participate in wrap fee programs.
The firm’s investment approach relies principally on fundamental analysis and typically implements a buy‑and‑hold strategy while also engaging in short‑term trading, short sales, margin transactions and call options when appropriate; strategies are tailored to each client’s objectives and clients may impose investment restrictions. Lincoln Management states it provides regular quarterly reporting and ongoing client contact as circumstances warrant.
Distinctive aspects noted in the brochure include serving corporate or business clients alongside both non‑high‑net‑worth and high‑net‑worth individuals, a client mix that is uncommon for firms in this category, and a portfolio structure in which most assets are managed on a non‑discretionary basis with discretionary authority limited to trust accounts where firm principals serve as trustees. The firm also discloses that it does not act as an adviser to private funds and reports no material outside financial‑industry affiliations.
Client services
Expertise
Fee options
0.50% per annum (1/2 of 1%)
Main office
531 Curve Street, Po Box 824
Carlisle MA 01741
Advisors at this office
2
Most active in
Massachusetts
Also doing business as
Lincoln Management · Top O The Hill Co LLC
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.
Forms ADV
Advisors at this firm
David E
Carlisle, MA
Lincoln Management
David Eliades is a financial advisor at Lincoln Management with 21 years of industry experience. He has been with Lincoln Management since 1965, contributing to the firm’s long-standing presence in Carlisle, MA. Lincoln Management advises individuals, trusts, charitable organizations, and business entities with a focus on continuous investment supervisory services rather than financial planning or wrap-fee programs. The firm employs a fundamental analysis and buy-and-hold investment approach, managing both discretionary and non-discretionary accounts tailored to client objectives such as current income or capital preservation.
Amy M
Carlisle, MA
Lincoln Management
Amy Mccoy is a financial advisor at Lincoln Management with 21 years of industry experience. She has been with Lincoln Management since 1996. Lincoln Management advises individuals, trusts, charitable organizations, and business entities, focusing on continuous investment supervisory services for a small client roster. The firm employs a fundamental analysis and buy-and-hold investment approach while also using short-term trades and other strategies as appropriate, with a distinctive two-advisor structure serving longstanding trustee relationships.
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