{
  "crd_number": 153038,
  "slug": "lcr-financial-group-llc-153038",
  "primary_business_name": "LCR FINANCIAL GROUP, LLC",
  "legal_name": "LCR FINANCIAL GROUP, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2018-12-18",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2023-03-31",
  "carried_forward": false,
  "raum_total": 730000.0,
  "raum_discretionary": 270000.0,
  "raum_non_discretionary": 460000.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 560000.0,
      "count": 4,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 170000.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "subscription"
  ],
  "advisory_activities": [
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://twitter.com/lcr_asset_mgmt?lang=en"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153038",
  "listing_state": "TX",
  "disclosure_items": [
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/lcr-financial-group-llc-153038",
  "display_name": "LCR Financial Group, LLC",
  "summary": "LCR Financial Group, LLC is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2023.",
  "citation": "AdvisorCensus. LCR Financial Group, LLC (CRD 153038): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Subscription fees (for a newsletter or periodical)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is LCR Financial Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), LCR Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is LCR Financial Group, LLC registered with the SEC or a state?",
      "a": "LCR Financial Group, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 153038."
    },
    {
      "q": "How much does LCR Financial Group, LLC manage?",
      "a": "LCR Financial Group, LLC reports $730,000 in regulatory assets under management in its Form ADV filing dated March 31, 2023 (37% discretionary)."
    },
    {
      "q": "What types of clients does LCR Financial Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4); high net worth individuals (1)."
    },
    {
      "q": "Does LCR Financial Group, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/153038"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/lcr-financial-group-llc-153038.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 4,
      "fewer_than_5": true,
      "raum": 560000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": true,
      "raum": 170000.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/153038",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}