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LCP INSTITUTIONAL, LLC
CRD 325133 · SEC 801-127386
THE ARTS CENTER TOWER, 1270 WEST PEACHTREE STREET, SUITE 3, ATLANTA, GA, 30309, United States
Phone
470-326-7920
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.18B
Discretionary AUM
$1.36B
Team
8 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; FINANCIAL PLANNING
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersINSTITUTIONAL INVESTMENT CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $71.8M |
| High net worth individuals | 50 | $1.69B |
| Charitable organizations | 14 | $1.41B |
States served
GA, PA, CT, FL
All web addresses on file
Official SEC filing: View on IAPD