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LINCOLN CAPITAL CORPORATION
CRD 109922 · SEC 801-38517
620 MAIN STREET, UNIT #CU-2, EAST GREENWICH, RI, 02818, United States
Phone
(401) 454-3040
Fax
(401) 453-0678
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$418.3M
Discretionary AUM
$407.7M
Team
6 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 149 | $72.6M |
| High net worth individuals | 116 | $334.1M |
| Pension/profit sharing plans | 5 | $4.1M |
States served
VT, MA, NY, NC, RI, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD