{"url":"https://nivawealth.com/firms/lincoln-capital-109922","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/109922","regulatoryAum":418266246,"crd":"109922","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5674354","suffix":null,"lastName":"ALBERT","firstName":"ALEXANDER","middleName":"REED"},{"crd":"6580971","suffix":null,"lastName":"MCGUIRK","firstName":"SEAN","middleName":"R."},{"crd":"4987748","suffix":null,"lastName":"MORAN","firstName":"BRITTANY","middleName":"ALBERT"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-23","regulatoryAum":301999786,"clients":226,"employees":7,"offices":1},{"filedOn":"2022-04-18","regulatoryAum":344604919,"clients":241,"employees":7,"offices":1},{"filedOn":"2023-06-29","regulatoryAum":303373998,"clients":243,"employees":6,"offices":6},{"filedOn":"2024-03-04","regulatoryAum":349926226,"clients":270,"employees":6,"offices":4},{"filedOn":"2025-06-18","regulatoryAum":377530510,"clients":266,"employees":6,"offices":4},{"filedOn":"2026-03-09","regulatoryAum":418266246,"clients":270,"employees":6,"offices":4}],"secFileNumber":"801-38517","legalName":"Lincoln 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The fee is billed in arrears and is negotiable.","source":"03 09 2026 LCC FORM ADV PART 2A AND 2B FINAL, filed 9 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Lincoln Capital use?","answer":"Lincoln Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $416M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lincoln Capital have?","answer":"Lincoln Capital has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lincoln Capital invest in?","answer":"At the end of its last fiscal year, Lincoln Capital’s separately managed accounts held 72% exchange-traded equities, 11% investment grade corporate bonds, 8% state and local bonds, 5% U.S. government and agency bonds, 4% non-exchange-traded equities and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lincoln Capital?","answer":"Lincoln Capital’s direct owners are the Ronald E. Albert Trust, the Sean McGuirk Living Trust, Brittany Moran Revocable Trust and the Alexander Reed Albert Living Trust, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 9 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lincoln Capital get paid?","answer":"Lincoln Capital is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Lincoln Capital registered with the SEC?","answer":"Yes, Lincoln Capital has been registered with the SEC as an investment adviser since 19 April 1991. 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