LCM Capital Management Inc

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Assets, Funds, Holdings

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LCM Capital Management Inc
CRD #111074
SEC #801-67893
CIK #0001861752
AUM $403.0 M (2026-04-22)
Employees 8 (100% Investors, 0% Brokers)
Phone312-705-3013
Address209 W Jackson Boulevard
Chicago, IL 60606
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
4503602701809001999200820172027
Sector Form 13F Holdings Value ($M)
Nvidia Corp 12.0
Apple Inc 11.2
Microsoft Corp 7.8
Alphabet Inc 6.2
Wal Mart Stores Inc 3.9
Broadcom Inc 3.9
Amazon Com Inc 3.7
Palantir Technologies Inc 3.3
Johnson & Johnson 2.6
Lockheed Martin Corp 2.2
View All
Holdings by Sector ($M)
2502001501005002021202320252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 262 69.1
(b) Individuals (high net worth individuals) 193 283.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 14 49.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 4 1.2
(n) Other 0 0.0
Total 982 403.0
By Discretionary
Discretionary 976 388.2
Non-Discretionary 6 14.8
Total 982 403.0
By Non-United States Persons
Non-United States Persons 1.1
United States Persons 401.9
Total 982 403.0
EDGAR Form CIK 2011 - 2026
13F-HR [0001861752]
Comparable Firms State AUM ($B)
AG Campbell Advisory LLC
MD 0.4
Hidden Cove Wealth Management LLC
WA 0.4
TFR Capital LLC
TX 0.4
Legacy Investment Partners LLC
KS 0.4
Carnegie Lake Advisors LLC
NJ 0.4
Erben Associates LLC
TX 0.4
Henry James International Management Inc
NY 0.4
BCI Securities Inc
FL 0.4
Proathlete Wealth Management LLC
FL 0.4
Anderson Financial Strategies LLC
OH 0.4
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