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- Custodian
- BNY Mellon · Charles Schwab & Company · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-2023
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between October 20, 2025 and March 19, 2026, reported AUM increased 57.5%, from $2.0B to $3.2B.
Across 4 reported observations, AUM increased 51.8% between September 14, 2023 and March 19, 2026, from $2.1B to $3.2B.
Of the latest reported AUM, 42.8% is discretionary and 57.2% is non-discretionary.
The firm reports 4 advisory representatives and 133 clients, or 33.3 clients per representative. That equates to $23.9M in reported AUM per client.
The profile lists 2 reported office locations and 3 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full LCP Institutional, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CAROLYN LAROCCO
Chief Executive Officer
- CRD
- #1720792
- Ownership
- 75% or more
JONATHAN SCOTT HURD
Chief Compliance Officer
- CRD
- #4159864
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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CHARLES RICHARD AMBROSELLI
Private Wealth Advisor
- CRD
- #5288928
ZACHARY LANE SAMPLES
Operation Specialist / Analyst
- CRD
- #6905706
Showing 2 of 7 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
LCP Institutional, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.