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| Lincoln Capital Corporation
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| CRD # | 109922 |
| SEC # | 801-38517 |
| CIK # | 0001633862, 0000872359 |
| AUM | 418.3 M (2026-03-09) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 401-454-3040 |
| Address | 620 Main Street East Greenwich, RI 02818 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 15.6 | ||
| Apple Inc | 14.7 | ||
| Alphabet Inc | 9.8 | ||
| Amazon Com Inc | 8.6 | ||
| Broadcom Inc | 5.5 | ||
| Schwab Charles Corp | 5.5 | ||
| Amerisourcebergen Corp | 5.5 | ||
| General Electric Co | 5.3 | ||
| Rocket Companies Inc | 4.4 | ||
| SAIA Inc | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 72.6 |
| (b) Individuals (high net worth individuals) | 116 | 334.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 4.1 |
| (h) Charitable organizations | 0 | 7.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 906 | 418.3 |
| By Discretionary | ||
| Discretionary | 897 | 407.7 |
| Non-Discretionary | 9 | 10.6 |
| Total | 906 | 418.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 418.3 | |
| Total | 906 | 418.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000872359] | |
| 13F-HR | [0001633862] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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