Wealth manager, independent · Atlanta, GA
LCP Institutional, LLC
SEC-registered investment adviser · CRD 325133 · SEC 801-127386
At a glance
LCP Institutional, LLC is an SEC-registered investment adviser based in Atlanta, Georgia, with $3.2B in regulatory assets under management as of its Form ADV filed March 19, 2026. It reports 119 individual clients, 50 of them high-net-worth, holding an average of about $15 million each, and 8 employees. That ranks it 341st among the nation’s 5,657 independent wealth management RIAs and 19th of 171 in Georgia. It reports 3 custodians for its clients’ separately managed accounts: U.S. Bank, BNY and Charles Schwab.
Main office 470-326-7920lcpi.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.2B
- Rank among independent wealth managers
- #341 of 5,657
- Rank among all SEC RIAs
- #2,740 of 17,210
- Rank in Georgia
- #19 of 171
- Individual clients
- 119
- High-net-worth clients
- 50
- Accounts
- 395
- Discretionary
- 43% of AUM
- Employees
- 8
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Carolyn LaroccoChief Executive Officer
- Jonathan S. HurdChief Compliance Officer
- Deborah Y. SmithChief Financial Officer
- Jacqueline B. LoweChief Operating Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
LCP Institutional, LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 50 | $1.7B | 53% |
| Charitable organizations | 14 | $1.4B | 44% |
| Individuals | 69 | $72M | 2% |
| Other | – | $8M | <1% |
Disciplinary disclosures
LCP Institutional, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Other
Form ADV and brochures on the SEC’s adviser search ↗lcpi.com ↗
AtlasMembers
The full record on LCP Institutional, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 1,286 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Georgia
All of Georgia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| BT Family Office, LLCAtlanta | $4.0B | 10 |
| Henssler FinancialKennesaw | $3.8B | 1,609 |
| Advocacy Wealth Management, LLCAtlanta | $3.2B | 1,658 |
| MontagAtlanta | $3.0B | 477 |
| Bison Wealth, LLCAtlanta | $2.7B | 8,569 |
| Strategic Blueprint, LLCAtlanta | $2.5B | 3,338 |
Background
Questions
How much does LCP Institutional, LLC manage?
LCP Institutional, LLC reports $3.2B in regulatory assets under management across 395 accounts, 43% of it on a discretionary basis, on its Form ADV filed March 19, 2026.
How many clients does LCP Institutional, LLC have?
It reports 119 individual clients: 50 high-net-worth individuals and 69 other individuals. Individuals account for about 56% of its regulatory assets.
Where is LCP Institutional, LLC headquartered?
Its main office is in Atlanta, Georgia. It reports 1 office in total and 8 employees, 4 of whom perform investment advisory functions.
How does LCP Institutional, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does LCP Institutional, LLC use?
It reports 3 custodians for its clients’ separately managed accounts: U.S. Bank, BNY and Charles Schwab. On Schedule D of its Form ADV filed March 19, 2026, it reports these amounts held: U.S. Bank ($1.1B); BNY ($870M); Charles Schwab ($642M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is LCP Institutional, LLC a hybrid RIA with a broker-dealer?
LCP Institutional, LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is LCP Institutional, LLC a fiduciary?
As an SEC-registered investment adviser, LCP Institutional, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 1 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is LCP Institutional, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-19), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →