A complete list of active advisors currently associated with LCM Capital Management Inc.

Warmer can help you find a great advisor at LCM Capital Management Inc. or one who fits your needs even better.

LCM Capital Management serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations and corporations, providing discretionary portfolio management, non‑discretionary 529/participant advisory services, pension consulting and participant education. The firm also sponsors a wrap fee program and offers retirement plan consulting under ERISA §3(21) where applicable. The firm’s investment process emphasizes fundamental analysis of issuers and sector leadership, sourcing equity holdings primarily from S&P 500 and EAFE universes and generally favoring long‑term purchases with low turnover, periodic rebalancing and quarterly reviews. For certain accounts and with client authorization, LCM may employ margin, options, short selling and other derivative strategies to hedge or adjust exposure and to manage liquidity or timing. Distinctive features include sponsoring a wrap fee program and the use of derivatives and borrowing within separately managed accounts, practices that are less common among peer team firms. The brochure discloses that firm principals are licensed insurance agents and that the firm previously offered convertible bonds of its own company to some clients (resulting in roughly 8% ownership), and it does not include standalone financial planning as an offered service.

To learn more about the advisors currently working at LCM Capital Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.