LCV Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$46,686,394
Total clients
24
63% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
24
Average account size
$1,945,266
About
LCV Advisors provides discretionary investment management and financial planning to a mix of individuals, high‑net‑worth clients, trusts, estates, corporations and other business entities. Services include tailored portfolio management, comprehensive and hourly financial planning, and oversight of held‑away assets where the firm may obtain limited trading authority.
The firm constructs portfolios using a combination of fundamental, technical and cyclical analysis within a Modern Portfolio Theory framework, blending active and passive mutual funds and ETFs to meet client asset‑allocation targets. LCV reports approximately $46.7 million in discretionary assets under management across about 24 client relationships and conducts regular (at least quarterly) account reviews, generally favoring longer‑term holdings unless reallocations are warranted.
Notably, LCV offers portfolio management to institutional clients (corporations and other business entities) in addition to individual and trust clients, a service mix that is uncommon among small independent advisers. The firm operates through an institutional custody relationship and leverages custodial research and trading resources to support investment selection and execution, and its principal brings prior large‑cap institutional portfolio management experience and professional credentialing.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
$0 - $750,000: 1.00% $750,001 - $1,500,000: 0.80% $1,500,001 - $2,500,000: 0.60% $2,500,001 - $3,500,000: 0.50% $3,500,001+: 0.30%
$250 per hour for Hourly Financial Planning (two-hour minimum)
$250 per month recurring fee for Comprehensive Financial Planning (negotiable)
Minimum fee: Initial $1,000 for Comprehensive Financial Planning (may be reduced or waived at discretion) Fee-only: Comprehensive Financial Planning: $250 per month (fixed recurring fee, negotiable); Hourly Financial Planning: $250/hour (two-hour minimum, non-negotiable)
Main office location
LCV Advisors LLC
Johns Island SC, United States
Number of offices
1
Most active in
LCV Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · New York · South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
Quick links
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