EAST GREENWICH, RICRD 109922Latest ADV March 9, 2026
Lincoln Capital Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in East Greenwich, RI. Its latest Form ADV filing, dated March 9, 2026, reports $418M in regulatory assets under management, 6 employees, 3 offices, and 906 accounts.
Assets Under Management
$418M
Employees
6
Offices
3 offices
Total Clients
270
Primary office
EAST GREENWICH, RI
620 MAIN STREET, UNIT #CU-2, EAST GREENWICH, RI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.2% of total clients.
Top client categories% of clientsClients
1
Individuals
55.2%
149
2
HNWI
43.0%
116
3
Pension Plans
1.9%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$418Mas of March 9, 2026
Discretionary97.5%
$408M
97% of total RAUM97.5%
Non-discretionary2.5%
$11M
3% of total RAUM2.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$418M
Total Accounts906
10Y AUM Change+$211M (+102.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee45:1
10Y Employee Change-1 (-14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.