LCP INSTITUTIONAL, LLC

RIASEC RegisteredEst. 2023

Total AUM

$3.2B

Discretionary

$1.4B

43% of AUM

Avg account

$8M

Accounts

395

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 325133
Registered since: March 15, 2023
Website: lcpi.com
Custodians: U.S. BANK, N.A., MELLON BANK, N. A, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI53.26%
Charitable Organizations44.24%
Individuals2.26%
Other0.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

LCP Institutional, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm acts as a capital allocator and serves both individual/family clients and institutional clients. Its advisory services include financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. LCP reports using a percentage‑of‑AUM fee model alongside other fee arrangements. The firm is not identified as an active ESG investor and does not report multi‑state adviser status.