Lincoln Capital Corporation
- Regulatory AUM
- $418M
- Discretionary
- $408M
- Clients
- 270
- Avg AUM / client
- $1.5M
- Accounts
- 906
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 09, 2026
Investments (13F portfolio — 99 positions, $307,760,996)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | ST STR P500ETF | $23,162,500 | 263,570 | 7.53% | 5.54% |
| 2 | Ishares Tr | CORE MSCI EAFE | $20,995,201 | 217,387 | 6.82% | 5.02% |
| 3 | Microsoft Corp | COM | $15,586,459 | 41,785 | 5.06% | 3.73% |
| 4 | Apple Inc | COM | $14,675,939 | 50,719 | 4.77% | 3.51% |
| 5 | Schwab Strategic Tr | US MID-CAP ETF | $12,879,545 | 349,323 | 4.18% | 3.08% |
| 6 | Ishares Tr | 7-10 YR TRSY BD | $11,957,842 | 126,444 | 3.89% | 2.86% |
| 7 | Goldman Sachs Etf Tr | ACTIVEBETA US LG | $11,443,053 | 80,647 | 3.72% | 2.74% |
| 8 | Alphabet Inc | CAP STK CL A | $9,809,418 | 27,449 | 3.19% | 2.35% |
| 9 | Capital Group New Geography | SHS | $9,084,014 | 242,499 | 2.95% | 2.17% |
| 10 | Amazon Com Inc | COM | $8,595,970 | 36,066 | 2.79% | 2.06% |
| 11 | Vanguard Charlotte Fds | TOTAL INT BD ETF | $8,294,935 | 171,277 | 2.7% | 1.98% |
| 12 | Blackrock Etf Trust | ISHA I IN TE ETF | $7,733,866 | 146,697 | 2.51% | 1.85% |
| 13 | Vanguard Wellington Fd | US MOMENTUM | $6,629,776 | 26,571 | 2.15% | 1.59% |
| 14 | Fidelity Covington Trust | ENHANCED LARGE | $6,456,072 | 154,046 | 2.1% | 1.54% |
| 15 | Fidelity Merrimack Str Tr | TOTAL BD ETF | $6,346,663 | 139,518 | 2.06% | 1.52% |
| 16 | Janus Detroit Str Tr | HENDRSON AAA CL | $6,101,227 | 120,840 | 1.98% | 1.46% |
| 17 | Broadcom Inc | COM | $5,536,398 | 14,656 | 1.8% | 1.32% |
| 18 | Schwab Charles Corp | COM | $5,531,538 | 59,949 | 1.8% | 1.32% |
| 19 | Cencora Inc | COM | $5,456,107 | 19,281 | 1.77% | 1.3% |
| 20 | Ishares Tr | MSCI USA QLT FCT | $5,297,640 | 24,143 | 1.72% | 1.27% |
| 21 | Ge Aerospace | COM NEW | $5,290,608 | 14,156 | 1.72% | 1.26% |
| 22 | Fidelity Covington Trust | ENHANCED SML CAP | $5,284,540 | 109,433 | 1.72% | 1.26% |
| 23 | Blackrock Etf Trust Ii | ISHA FLEX IN ETF | $4,735,670 | 90,479 | 1.54% | 1.13% |
| 24 | Rocket Cos Inc | COM CL A | $4,447,517 | 282,382 | 1.45% | 1.06% |
| 25 | Ishares Tr | CORE S&P500 ETF | $4,188,094 | 5,592 | 1.36% | 1.0% |
Top 25 of 99 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 149 | $72.6M | 17.4% |
| High net worth individuals | 116 | $334M | 79.9% |
| Pension and profit sharing plans | 5 | $4.1M | 0.97% |
| Charitable organizations | Fewer than 5 clients | $7.6M | 1.81% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Albert, Ronald, Edward | President | Jan 1989 (38y) | Less than 5% | |
| Brittany Albert Moran | Vice President And Financial Advisor | CFP | Jul 2011 (15y) | 10% – 25% |
| Sean R. Mcguirk | Senior Research Analyst | CFA | Nov 2015 (11y) | 10% – 25% |
| Alexander Reed Albert | General Manager And Chief Compliance Officer | CFP | Apr 2016 (10y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Ronald E. Albert Trust | Shareholder | Mar 2004 | A | 50% – 75% |
| The Sean Mcguirk Living Trust | Shareholder | May 2018 | A | 10% – 25% |
| Brittany Moran Revocable Trust | Shareholder | Aug 2016 | A | 10% – 25% |
| The Alexander Reed Albert Living Trust | Shareholder | Aug 2020 | A | 10% – 25% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 925 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $416M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗