Data / Investment advisers / Georgia / LCP Institutional, LLC
LCP Institutional, LLC, Atlanta, GA: $3.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
LCP Institutional, LLC is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $3.2 billion in regulatory assets under management in its Form ADV filed March 19, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 325133
- SEC file number
- 801-127386
- SEC status
- Approved, effective March 15, 2023
- Main office
- The Arts Center Tower 1270 West Peachtree Street, Suite 3, Atlanta, GA 30309
- Phone
- (470) 326-7920
- Regulatory AUM
- $3,176,574,790 in the Form ADV filed March 19, 2026
- Discretionary AUM
- $1,359,252,585
- Non discretionary AUM
- $1,817,322,205
- Accounts
- 395
- Employees
- 8, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 50 | $1.69 billion |
| Charitable organizations | 14 | $1.41 billion |
| Individuals (other than high net worth individuals) | 69 | $71.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.18 billion | March 19, 2026 |
| December 1, 2025 | $2.02 billion | October 20, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Aprio Wealth Management, LLC | Atlanta | $4.15 billion | Not listed | adviserinfo.sec.gov |
| BT Family Office, LLC | Atlanta | $4.00 billion | Not listed | adviserinfo.sec.gov |
| Holbrook Holdings, Inc. | Atlanta | $3.78 billion | Not listed | adviserinfo.sec.gov |
| Equity Investment Corp | Atlanta | $3.51 billion | Not listed | adviserinfo.sec.gov |
| Advocacy Wealth Management, LLC | Atlanta | $3.24 billion | Not listed | adviserinfo.sec.gov |
| Gleneagles Investment Advisors, LLC | Atlanta | $3.08 billion | 4 | adviserinfo.sec.gov |
| Silvant Capital Management LLC | Atlanta | $3.04 billion | Not listed | adviserinfo.sec.gov |
| Globalt Investments | Atlanta | $3.02 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- LCP Institutional, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.