$730.0K Total AUM
$270.0K Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
16 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-19-2010
- Office Locations
- 1
Office Locations
-- Austin TX
About LCR Financial Group, LLC
LCR Financial Group, LLC is a Austin-based RIA. The firm has been operating for 16 years. Managing $730.0K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
57 AVG AGE
$730.0K AVG AUM / ADVISOR
$146.0K AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
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Client Personas
Available
Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
E
ERIC VAUGHN OCHOTNICKI
Chief Compliance Officer, President
- CRD
- #1805583
- Ownership
- 50% but less than 75%
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $270,000 | -- |
| Non-Discretionary | $460,000 | -- |
| Total | $730,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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