Investment adviser · CRD 109922
LINCOLN CAPITAL CORPORATION
Investment adviser filing (IA)
EAST GREENWICH, RI, United States · Form ADV filed Mar 9, 2026
- Regulatory AUM
- $418M Form ADV · Item 5.F
- Client accounts
- 906 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 116 | $334,069,648 | 79.9% |
| Individuals | 149 | $72,576,190 | 17.4% |
| Charities | Fewer than 5 | $7,568,625 | 1.8% |
| Retirement plans | 5 | $4,051,783 | 1.0% |
Filing source
Form ADV 2052568 · Mar 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 9, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
620 MAIN STREET, UNIT #CU-2EAST GREENWICH, RI, 02818, United States
CRD 109922
Filing source
Form ADV 2052568 · Mar 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.