CRD: 109922
Lincoln Capital Corporation
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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-1989
- Office Locations
- 1
Office Locations
About Lincoln Capital Corporation
Lincoln Capital Corporation is an independent, fee-only fiduciary RIA serving individuals, professionals, and business owners with personalized financial planning, asset management, and wealth services. The firm emphasizes data-driven portfolio construction, with portfolios heavily using ETFs alongside fixed income (including investment-grade and municipal bonds). Custody includes Charles Schwab.
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Owner & Executives
ALEXANDER REED ALBERT
Chief Compliance Officer, GENERAL MANAGER, Investment Advisor Representative
- CRD
- #5674354
- Ownership
- Less than 5%
RONALD EDWARD ALBERT
Investment Advisor Representative, President
- CRD
- #827311
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $407,686,154 | $454,500 |
| Non-Discretionary | $10,580,092 | $1,175,566 |
| Total | $418,266,246 | $461,663 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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