LCI Advisors

Overview

LCI Advisors operates as a small, owner-led limited liability company serving individual and family clients. The firm positions itself as a capital allocator and provides discretionary portfolio management, non-discretionary advisory relationships, and the selection of third-party advisers. Its fee model combines a percentage of assets under management with the option for fixed fees. LCI Advisors is not flagged as an ESG-focused manager and does not identify as a pension consultant or related adviser; it maintains formal relationships with accounting and law firms to support client matters. Investment activity is equity-focused: the firm shows a clear preference for exchange-traded equities as the primary building block of client portfolios, while also engaging outside managers for specific strategies. That allocation tilt points to a core equity orientation supplemented by tactical or diversifying allocations managed either in-house or through selected external advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices