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LCP INSTITUTIONAL, LLC
CRD 325133File 801-127386
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.18B
Top 25% of cohort (national)
Discretionary AUM
$1.36B
Non-discretionary $1.82B
Clients
133
395 accounts
Employees
8
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 15, 2023
- Principal office
- THE ARTS CENTER TOWER, 1270 WEST PEACHTREE STREET, SUITE 3, ATLANTA, GA, 30309
- Phone
- 470-326-7920
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.18B
- Discretionary AUM
- $1.36B
- Non-discretionary AUM
- $1.82B
- Discretionary accounts
- 283
- Non-discretionary accounts
- 112
- Total accounts
- 395
- AUM per client
- $23.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 14 | $1.41B |
| High net worth individuals | 50 | $1.69B |
| Individuals (other than high net worth individuals) | 69 | $71.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FINANCIAL PLANNING
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.