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| Keyboard |
| LCP Institutional LLC
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|---|---|
| CRD # | 325133 |
| SEC # | 801-127386 |
| CIK # | |
| AUM | 3,176.6 M (2026-03-19) |
| Employees | 8 (50% Investors, 12% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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CA | 3,210.0 M |
|
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|
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|
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NJ | 3,205.2 M |
|
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CT | 3,204.7 M |
|
Lutz Financial Services LLC
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NE | 3,187.2 M |
|
Girard Advisory Services LLC
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|
PA | 3,181.1 M |
|
Csenge Advisory Group LLC
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|
FL | 3,169.7 M |
|
Midland Wealth Advisors LLC
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|
IL | 3,160.0 M |
|
on Investment Management Co
✚
|
OH | 3,152.5 M |
|
SRH Advisors LLC
✚
|
KS | 3,149.1 M |