LCP Institutional, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,176,574,790
Total clients
119
42% high-net worth
Total advisors
3
of 8 employees
Firm size
Multi Team
Average clients per advisor
40
Average account size
$26,693,906
About
LCP Institutional provides financial planning, portfolio management, and institutional consulting to a mix of individual and institutional clients, including retirement plans, trusts, pension and profit‑sharing plans. The firm manages multi‑asset portfolios using mutual funds, ETFs, common stocks, and may recommend separate account managers when appropriate.
The firm begins client relationships by developing a Financial Profile and an Investment Plan and uses those to guide portfolio construction and periodic rebalancing for discretionary accounts. Investment selection relies on fund and manager research and fundamental analysis for individual stocks, and LCP may incorporate covered‑call strategies as an income overlay when suitable for a client’s plan.
LCP is distinctive for managing a large proportion of its assets on a non‑discretionary basis, meaning many accounts require client approval before trades and therefore do not routinely participate in block trading. The advisor also operates with a relatively small advisory team while serving a concentrated client base and offers institutional consulting and ERISA‑related services, including acting as a plan fiduciary in certain circumstances.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001 - $25,000,000: 0.75% Above $25,000,000+: Negotiable $0 - $100,000,000: 0.20% $100,000,001 - $200,000,000: 0.12% $200,000,001 - $400,000,000: 0.10% Above $400,000,001+: 0.05% $0 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.35% $50,000,001 - $100,000,000: 0.15% Above $100,000,001+: Negotiable
Minimum fee: $50,000 minimum annual fee for institutional consulting and discretionary institutional clients Fee-only: Investment management fees billed quarterly based on assets under management, fees negotiable and may be waived or reduced; institutional consulting fees also charged on tiered basis with minimum annual fee of $50,000
Main office location
LCP Institutional, LLC
The Arts Center Tower, 1270 West Peachtree Street, Suite 3
Atlanta GA 30309, United States
Number of offices
1
Most active in
Connecticut · Florida · Georgia · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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