# LCP Institutional, LLC

> 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.

- CRD: 325133
- Filed as: LCP INSTITUTIONAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325133
- AdvisorCensus page: https://advisorcensus.com/firm/lcp-institutional-llc-atlanta-ga-325133

## Quick answers

**How is LCP Institutional, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), LCP Institutional, LLC reports these compensation arrangements: a percentage of assets under its management; other.

**Where is LCP Institutional, LLC located?**
LCP Institutional, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is LCP Institutional, LLC registered with the SEC or a state?**
LCP Institutional, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325133.

**How much does LCP Institutional, LLC manage?**
LCP Institutional, LLC reports $3,176,574,790 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (43% discretionary).

**How have LCP Institutional, LLC's assets and staff changed since 2023?**
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.

**What types of clients does LCP Institutional, LLC serve?**
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).

**Which custodians does LCP Institutional, LLC use?**
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.

**Does LCP Institutional, LLC report any disciplinary disclosures?**
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

**Does LCP Institutional, LLC state an account minimum?**
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."

**What changed in LCP Institutional, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Mellon Bank, N. a
- US Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $3,176,574,790
- Discretionary: $1,359,252,585
- Non-discretionary: $1,817,322,205

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 69 | $71,801,890 |
| High net worth individuals | 50 | $1,691,706,984 |
| Charitable organizations | 14 | $1,405,315,443 |
| Other | Fewer than 5 | $7,750,473 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, GA, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [lcpi.com](https://lcpi.com)
- LinkedIn @lcpinstitutional

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $2,092,256,954 | 6 | September 14, 2023 |
| October 2024 | $1,811,118,653 | 6 | June 5, 2024 |
| October 2025 | $2,017,279,733 | 7 | April 15, 2025 |
| October 2026 | $3,176,574,790 | 8 | March 19, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

### December 2025
- Registered or notice-filed in FL.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LCP Institutional, LLC (CRD 325133): Form ADV filing data as of October 2026.