{
  "crd_number": 325133,
  "slug": "lcp-institutional-llc-atlanta-ga-325133",
  "primary_business_name": "LCP INSTITUTIONAL, LLC",
  "legal_name": "LCP INSTITUTIONAL, LLC",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-03-15",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": 3176574790.0,
  "raum_discretionary": 1359252585.0,
  "raum_non_discretionary": 1817322205.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 8,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 7750473.0,
      "count": null,
      "description": "FUNERAL TRUST",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 1405315443.0,
      "count": 14
    },
    "individuals": {
      "raum": 71801890.0,
      "count": 69
    },
    "high_net_worth_individuals": {
      "raum": 1691706984.0,
      "count": 50
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "FL",
    "GA",
    "PA"
  ],
  "websites": [
    "https://lcpi.com",
    "https://linkedin.com/company/lcpinstitutional"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325133",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/lcp-institutional-llc-atlanta-ga-325133",
  "display_name": "LCP Institutional, LLC",
  "summary": "LCP Institutional, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 19, 2026.",
  "citation": "AdvisorCensus. LCP Institutional, LLC (CRD 325133): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is LCP Institutional, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), LCP Institutional, LLC reports these compensation arrangements: a percentage of assets under its management; other."
    },
    {
      "q": "Where is LCP Institutional, LLC located?",
      "a": "LCP Institutional, LLC's principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is LCP Institutional, LLC registered with the SEC or a state?",
      "a": "LCP Institutional, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325133."
    },
    {
      "q": "How much does LCP Institutional, LLC manage?",
      "a": "LCP Institutional, LLC reports $3,176,574,790 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (43% discretionary)."
    },
    {
      "q": "How have LCP Institutional, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for LCP Institutional, LLC: Regulatory assets under management: $2,092,256,954 in the October 2023 data and $3,176,574,790 in the October 2026 data, up 52%. Total employees: 6 in October 2023 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does LCP Institutional, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (69); high net worth individuals (50); charitable organizations (14)."
    },
    {
      "q": "Which custodians does LCP Institutional, LLC use?",
      "a": "LCP Institutional, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Mellon Bank, N. a and US Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does LCP Institutional, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325133"
    },
    {
      "q": "Does LCP Institutional, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 19, 2026 says: \"There is no minimum annual fee or minimum portfolio value for client accounts; however, LCP may at its discretion, make exceptions to the foregoing fee schedule or negotiate special fee arrangements where LCP deems it appropriate under the circumstances.\""
    },
    {
      "q": "What changed in LCP Institutional, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $2,017,279,733 to $3,176,574,790 (+57%)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2092256954.0,
      "total_employees": 6,
      "filing_date": "2023-09-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1811118653.0,
      "total_employees": 6,
      "filing_date": "2024-06-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2017279733.0,
      "total_employees": 7,
      "filing_date": "2025-04-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3176574790.0,
      "total_employees": 8,
      "filing_date": "2026-03-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Regulatory assets under management went from $2,017,279,733 to $3,176,574,790 (+57%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in FL."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "There is no minimum annual fee or minimum portfolio value for client accounts; however, LCP may at its discretion, make exceptions to the foregoing fee schedule or negotiate special fee arrangements where LCP deems it appropriate under the circumstances."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "There is no minimum annual fee or minimum portfolio value for client accounts; however, LCP may at its discretion, make exceptions to the foregoing fee schedule or negotiate special fee arrangements where LCP deems it appropriate under the circumstances."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Mellon Bank, N. a",
      "name_as_filed": "MELLON BANK, N. A",
      "affiliated": false
    },
    {
      "name": "US Bank",
      "name_as_filed": "US BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/lcp-institutional-llc-atlanta-ga-325133.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 69,
      "fewer_than_5": false,
      "raum": 71801890.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 50,
      "fewer_than_5": false,
      "raum": 1691706984.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 14,
      "fewer_than_5": false,
      "raum": 1405315443.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 7750473.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325133",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}