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| Happy Holidays!! thanks for using AUM13F!! |
| LCM Capital Management Inc
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| CRD # | 111074 |
| SEC # | 801-67893 |
| CIK # | 0001861752 |
| AUM | $365.3 M (2025-04-24) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 312-705-3013 |
| Address | 209 W Jackson Boulevard Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001861752 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.5 | ||
| Microsoft Corp | 10.9 | ||
| Apple Inc | 9.3 | ||
| Amazon Com Inc | 3.8 | ||
| Alphabet Inc | 3.8 | ||
| Palantir Technologies Inc | 3.7 | ||
| Broadcom Inc | 3.4 | ||
| Wal Mart Stores Inc | 3.0 | ||
| iShares Ethereum Trust ETF | 2.2 | ||
| Facebook Inc | 2.2 | ||
| Costco Wholesale Corp /NEW | 2.0 | ||
| Oracle Corp | 1.9 | ||
| MicroStrategy Inc | 1.9 | ||
| Lockheed Martin Corp | 1.8 | ||
| Johnson & Johnson | 1.7 | ||
| United Technologies Corp /DE/ | 1.6 | ||
| Home Depot Inc | 1.6 | ||
| Advanced Micro Devices Inc | 1.5 | ||
| iShares Bitcoin Trust | 1.4 | ||
| Qualcomm Inc/DE | 1.2 | ||
| Chevron Corp | 1.2 | ||
| Exxon Mobil Corp | 1.2 | ||
| YUM Brands Inc | 1.2 | ||
| Salesforce Com Inc | 1.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 249 | 59.5 |
| (b) Individuals (high net worth individuals) | 191 | 259.8 |
| (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 | 13 | 45.0 |
| (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 | 3 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 932 | 365.3 |
| By Discretionary | ||
| Discretionary | 925 | 352.4 |
| Non-Discretionary | 7 | 12.9 |
| Total | 932 | 365.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 364.4 | |
| Total | 932 | 365.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001861752] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Congress Park Capital LLC
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NY | 0.4 |
|
Financial Consultants & Advisory Corporation
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IN | 0.4 |
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Exeter Financial LLC
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AZ | 0.4 |
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KKM Financial LLC
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IL | 0.4 |
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Mascagni Wealth Management Inc
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MS | 0.4 |
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Quaker Wealth Management LLC
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NJ | 0.4 |
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The David J Yvars Group Inc
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|
0.4 | |
|
Tealwood Asset Management Inc
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|
MN | 0.4 |
|
Eukles Asset Management LLC
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|
OH | 0.4 |
|
Petix & Botte Company
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|
CA | 0.4 |