Lcp Institutional, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 19, 2026, reports $3.2B in regulatory assets under management, 8 employees, and 395 accounts.
Assets Under Management
$3.2B
Employees
8
Offices
--
Total Clients
133
Primary office
ATLANTA, GA
THE ARTS CENTER TOWER, 1270 WEST PEACHTREE STREET, SUITE 3, ATLANTA, GA, United States
Top client segmentIndividuals represent 51.9% of total clients.
Top client categories% of clientsClients
1
Individuals
51.9%
69
2
HNWI
37.6%
50
3
Charitable
10.5%
14
Categories with <5 clients
FUNERAL TRUST<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.2Bas of March 19, 2026
Discretionary42.8%
$1.4B
43% of total RAUM42.8%
Non-discretionary57.2%
$1.8B
57% of total RAUM57.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.2B
Total Accounts395
10Y AUM Change+$1.4B (+79.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee17:1
10Y Employee Change-1 (-11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.