|
⚲
|
| LCP Institutional LLC
✚
|
|
|---|---|
| CRD # | 325133 |
| SEC # | 801-127386 |
| CIK # | |
| AUM | $3.2 B (2026-03-19) |
| Employees | 8 (50% Investors, 12% Brokers) |
| Phone | 470-326-7920 |
| Address | The Arts Center Tower Atlanta, GA 30309 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 0.1 |
| (b) Individuals (high net worth individuals) | 50 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 14 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 395 | 3.2 |
| By Discretionary | ||
| Discretionary | 283 | 1.4 |
| Non-Discretionary | 112 | 1.8 |
| Total | 395 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 2.9 | |
| Total | 395 | 3.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trilogy Capital Inc
✚
|
CA | 3.2 |
|
Evensky & Katz LLC
✚
|
FL | 3.2 |
|
Leo Wealth LLC
✚
|
NJ | 3.2 |
|
Principle Wealth Partners LLC
✚
|
CT | 3.2 |
|
Lutz Financial Services LLC
✚
|
NE | 3.2 |
|
Girard Advisory Services LLC
✚
|
PA | 3.2 |
|
Csenge Advisory Group LLC
✚
|
FL | 3.2 |
|
Midland Wealth Advisors LLC
✚
|
IL | 3.2 |
|
on Investment Management Co
✚
|
OH | 3.2 |
|
SRH Advisors LLC
✚
|
KS | 3.1 |