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Lincoln Capital Corp.
Lincoln Capital Corporation is a family-owned, fee-only independent registered investment advisor (RIA) headquartered in East Greenwich, Rhode Island. Founded in 1991, the firm specializes in personalized financial planning and asset management services tailored for individuals, families, small- to mid-sized businesses, and nonprofit organizations. With a commitment to fiduciary standards and client-first service, Lincoln Capital serves its clients with a transparent, independent approach. The firm employs a team of six professionals, including several Certified Financial Planners and a Chartered Financial Analyst.
Investment Strategy
Lincoln Capital Corporation employs a data-driven, client-first investment strategy focused on independent, fiduciary asset management. Core offerings include comprehensive financial planning and portfolio management, with solutions tailored to each client's risk tolerance, investment goals, and life circumstances. The firm does not custody client assets, instead utilizing Schwab Institutional as the primary broker, ensuring client assets are securely held in their own names. The team emphasizes long-term planning, diversification, and low-cost, transparent portfolio structuring designed to meet each client's unique financial objectives.
Latest 13F Filing Activity
Lincoln Capital Corp. filed their most recent 13F report on Sep 30, 2025 disclosing 88 equity positions with a total 13F market value of $278M. The fund increased holdings in SPDR Series Trust, Apple Inc., Ishares TR among other positions. Lincoln Capital Corp. reduced exposure to T-mobile Us Inc., Ishares TR, Mid-amer Apt Cmntys Inc. among others.
Top Holdings
Equity Positions (88)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 9.20% | $25.6M | 49,393 | $82.47 | $517.95 | +$1.0M |
I IEFA | ISHARES TR | 6.54% | $18.2M | 208,351 | $66.14 | $87.31 | +$593.6K |
G GSLC | GOLDMAN SACHS ETF TR | 6.01% | $16.7M | 128,240 | $74.41 | $130.28 | +$872.7K |
A AAPL | APPLE INC | 5.04% | $14.0M | 55,058 | $60.67 | $254.63 | +$2.7M |
S SPLG | SPDR SERIES TRUST | 4.29% | $11.9M | 152,182 | $68.75 | $78.34 | +$3.7M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Vice President and Firm Principal | Providence, RI , United States |
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