$3.2B Total AUM
$1.4B Disc. AUM
-- 3Y CAGR
8 Employees
133 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Charles Schwab & Company · US Bank
- Clients
- Retail and Institutional
- Platforms
- GlacierVertex
- Established Date
- 03-01-2023
- Office Locations
- 2
Office Locations
THE Arts Center Tower 1270 West Peachtree Street, Suite 3 Atlanta GA
-- Alpharetta GA
About LCP Institutional, LLC
LCP Institutional, LLC is a Atlanta-based RIA with 2 offices. The firm has been operating for 3 years. Managing $3.2B in total assets under management, with 4 advisory representatives. They custody assets with BNY Mellon and Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
31 AVG AGE
$794.1M AVG AUM / ADVISOR
$23.9M AVG AUM / CLIENT
1.2 yrs AVG TENURE
8 Employees
4 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Delta
Client Personas
Meridian element
Custodian
Foundation
Investment Themes
Wave Catalyst Momentum focus
Investment Vehicles
Pioneer ridge
Platform
Oak value
Services
Pioneer optima Unison harbor Wave crest Momentum Value
Technology
Eagle Meridian value
Owner & Executives
CAROLYN LAROCCO
Chief Executive Officer
- CRD
- #1720792
- Ownership
- 75% or more
(826) 306-8449
pioneer.summit@zenithcapital.com
in linkedin.com/in/vector-frontier
J
JONATHAN SCOTT HURD
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4159864
- Ownership
- Less than 5%
(902) 752-4660
harbor.timber@vertexcapital.com
in linkedin.com/in/matrix-fusion
P
Pathway eagle
Signal vital
- CRD
- #63480
- Ownership
- 30.9%
(340) 436-8651
radial.beacon@frontiercapital.com
in linkedin.com/in/ridge-optima
Showing 2 of 4 owners & executives
Unlock allContacts
CHARLES RICHARD AMBROSELLI
--
- CRD
- #5288928
(837) 634-2595
matrix.glacier@matrixcapital.com
in linkedin.com/in/foundation-timber
Z
ZACHARY LANE SAMPLES
Analyst
- CRD
- #6905706
(967) 218-3468
optima.frontier@primecapital.com
in linkedin.com/in/unison-value
Q
Quantum capital
Timber focus
- CRD
- #26242
(522) 314-7248
zenith.vital@primecapital.com
in linkedin.com/in/beacon-vital
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,359,252,585 | $4,803,013 |
| Non-Discretionary | $1,817,322,205 | $16,226,091 |
| Total | $3,176,574,790 | $8,041,961 |
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Separately Managed Accounts
Total SMA Asset: $3,176,574,790
Cash:
15.8% Equity - Exchange:
17.2% Private Funds:
15.7% Public Funds:
15.6% Corporate - Investment Grade:
14.0% U.S. Government/Agency:
5.0% Equity - OTC:
10.3% Other:
6.4% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $236,867,234 | 15.8% |
| Equity - Exchange | $257,855,470 | 17.2% |
| Private Funds | $235,368,074 | 15.7% |
| Public Funds | $233,868,914 | 15.6% |
| Corporate - Investment Grade | $209,882,359 | 14.0% |
| U.S. Government/Agency | $74,957,985 | 5.0% |
| Equity - OTC | $154,413,450 | 10.3% |
| Other | $95,946,221 | 6.4% |
| Total | $1,499,159,707 | 100.0% |