Lci Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LCI Advisors is a state-registered investment adviser founded in 2002 that manages approximately $57.8 million for about 50 clients, primarily individuals, trusts and qualified plans. The firm offers discretionary and non-discretionary portfolio management across equities, fixed income, options (including covered-call strategies), ETF-based portfolios and customized managed accounts, and it also facilitates third‑party "Manager Choice" arrangements.
The firm primarily follows a disciplined, value-based investment process that evaluates cash flow, return on invested capital and projected earnings and sales growth, with sector allocations informed by macroeconomic and inflation expectations. It also operates distinct strategies that depart from pure value—most notably a concentrated, momentum-oriented Focused Growth sleeve (up to ten stocks with semiannual reviews) and an LCI Discovery portfolio that combines value and technical analysis—using tools such as VectorVest, Value Line and S&P Advisor Insight in its research and selection process.
A notable characteristic relative to peers is that senior personnel hold professional legal and accounting qualifications: one principal is a licensed attorney and another is a CPA, although the firm discloses they do not provide legal or accounting services to advisory clients and maintain policies to address potential conflicts. The firm’s small, three-advisor team runs a mix of diversified and concentrated strategies, engages in option writing for income generation, and routinely recommends a major institutional custodian platform for trade execution and custody.
Client services
Expertise
Fee options
Negotiable fixed fees for investment advice, portfolio evaluation, or reporting services as described above.
$0 - $250,000: 2.00% (Focused Growth Portfolio) $250,001 - $500,000: 1.25% (Focused Growth Portfolio) $500,001 - $1,000,000: 1.00% (Focused Growth Portfolio) $1,000,001+: 0.50% (Focused Growth Portfolio) $0 - $250,000: 1.25% (All other equity and Customized Portfolios) $250,001+: 1.00% (All other equity and Customized Portfolios) $0 - $250,000: 1.00% (Fixed-income portion) $250,001+: 0.90% (Fixed-income portion) $0 - $50,000: 0.65% (ETF Portfolios) $50,001+: 0.45% (ETF Portfolios) $0+: 0.65% (ETF International Portfolios)
Account minimum: $10,000 Fee-only: Fixed fees for portfolio evaluation or reporting services: $500 for up to five accounts, $1,000 for more than five accounts, $2,500 for full asset and liability review.
Main office
See officePort Charlotte FL
Advisors at this office
1
Offices (3)
Most active in
Florida · Missouri · Oklahoma · Washington
Also doing business as
Lca Investments · Lci Advisors · Lewis & Clark Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
David H
Series 63, Series 65
Port Charlotte, FL
Lci Advisors
David Hogan is a financial advisor at LCI Advisors with 26 years of industry experience. He has been with Lewis & Clark Advisors since 2005. He holds Series 63 and Series 65 designations. LCI Advisors is a state-registered investment adviser managing approximately $57.8 million for about 50 clients, primarily individuals, trusts, and qualified plans. The firm employs a disciplined, value-based investment process and offers a range of strategies including discretionary and non-discretionary portfolio management, options writing, and customized managed accounts.
John S
Series 63, Series 65
Glencoe, MO
Lci Advisors
John Schweizer is a financial advisor with LCI Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. He is also the owner and operator of Confluence Property Management, LLC, where he manages residential rental properties. LCI Advisors is a state-registered investment adviser serving primarily individuals, trusts, and qualified plans, offering both discretionary and non-discretionary portfolio management with a disciplined, value-based investment approach supplemented by growth-oriented strategies.
Wayne B
Series 63, Series 65
St. Louis, MO
Lci Advisors
Wayne Botz is a financial advisor at LCI Advisors with 30 years of industry experience. He has been with LCI Advisors since 2008 and holds Series 63 and Series 65 licenses. LCI Advisors is a state-registered investment adviser managing approximately $57.8 million for about 50 clients, primarily individuals, trusts, and qualified plans. The firm employs a disciplined, value-based investment process supplemented by distinct strategies including a focused growth sleeve and a discovery portfolio that combines value and technical analysis.
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