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LCP INSTITUTIONAL, LLC

ATLANTA, GA · CRD 325133 · IAPD ↗ · 470-326-7920

$3.18BRegulatory AUM
4Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

71
April 2026 — LCP INSTITUTIONAL, LLC reported RAUM up 57% ($2.02B -> $3.18B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
December 2025 — LCP INSTITUTIONAL, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — LCP INSTITUTIONAL, LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
July 2024 — LCP INSTITUTIONAL, LLC notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
July 2024 — LCP INSTITUTIONAL, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.