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- Custodian
- Charles Schwab & Company · Merrill Lynch · Stifel
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-16-2002
- Office Locations
- 3
Office Locations
About LCI Advisors
LCI Advisors is an investment management firm founded in St. Louis and now based in Oklahoma, providing personalized separate account wealth management for individuals, trusts and qualified plans. The team builds and manages tailored portfolios using its proprietary Value Discovery Process, supported by fundamental research, trading and financial modeling. Public filings indicate a heavy ETF and fixed-income mix, with custody including Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
DAVID MICHAEL HOGAN
Chief Compliance Officer, Owner, Partner
- CRD
- #1100457
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
WAYNE RAY BOTZ
Advisor
- CRD
- #2122674
JOHN FAULK SCHWEIZER
--
- CRD
- #4916907
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,490,097 | -- |
| Non-Discretionary | $13,334,501 | -- |
| Total | $57,824,598 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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