SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
LCP Institutional, LLC
Atlanta, GA
CRD 325133
Firm filing updated March 19, 2026 ·
- $3.2BAssets
- 4Advisory staff
- 395Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- OtherYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals69
- High net worth individuals50
- Charities14
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 69 | $71.8 million |
| High net worth individuals | 50 | $1.7 billion |
| Charitable organizations | 14 | $1.4 billion |
| Other: "FUNERAL TRUST" | Fewer than 5 clients | $7.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 6 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Other: "INSTITUTIONAL INVESTMENT CONSULTING SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Other: "INSTITUTIONAL INVESTMENT CONSULTING SERVICES"
Assets and accounts
- Regulatory assets$3.2 billion
- Accounts395
- Discretionary$1.4 billion · 283 accounts
- Non-discretionary$1.8 billion · 112 accounts
People
- Employees8
- Advisory staff4
- Broker-dealer reps1
- Licensed insurance agents1
- Planning clients0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 325133, SEC file 801-127386.
- Registered with the SEC as an investment advisor (status date on record: March 15, 2023).
Is LCP Institutional, LLC a fiduciary?
Short answer: LCP Institutional, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 1 staff member is a broker-dealer representative. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
1 staff member is a licensed insurance agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.