LCP Institutional, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,763,508,874
Clients
119
Advisors
4
of 8 employees
About
LCP Institutional provides financial planning, portfolio management, and institutional consulting to a mix of individual and institutional clients, including retirement plans, trusts, pension and profit‑sharing plans. The firm manages multi‑asset portfolios using mutual funds, ETFs, common stocks, and may recommend separate account managers when appropriate.
The firm begins client relationships by developing a Financial Profile and an Investment Plan and uses those to guide portfolio construction and periodic rebalancing for discretionary accounts. Investment selection relies on fund and manager research and fundamental analysis for individual stocks, and LCP may incorporate covered‑call strategies as an income overlay when suitable for a client’s plan.
LCP is distinctive for managing a large proportion of its assets on a non‑discretionary basis, meaning many accounts require client approval before trades and therefore do not routinely participate in block trading. The advisor also operates with a relatively small advisory team while serving a concentrated client base and offers institutional consulting and ERISA‑related services, including acting as a plan fiduciary in certain circumstances.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001 - $25,000,000: 0.75% Above $25,000,000+: Negotiable $0 - $100,000,000: 0.20% $100,000,001 - $200,000,000: 0.12% $200,000,001 - $400,000,000: 0.10% Above $400,000,001+: 0.05% $0 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.35% $50,000,001 - $100,000,000: 0.15% Above $100,000,001+: Negotiable
Minimum fee: $50,000 minimum annual fee for institutional consulting and discretionary institutional clients Fee-only: Investment management fees billed quarterly based on assets under management, fees negotiable and may be waived or reduced; institutional consulting fees also charged on tiered basis with minimum annual fee of $50,000
Main office
The Arts Center Tower, 1270 West Peachtree Street, Suite 3
Atlanta GA 30309
Advisors at this office
4
Most active in
Connecticut · Florida · Georgia · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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.
Quick links
Advisors at this firm
Zachary S
CFP®, Series 63, Series 65
Atlanta, GA
LCP Institutional, LLC
Zachary Samples is a CFP®-designated financial advisor at LCP Institutional, LLC in Atlanta, GA, with eight years of industry experience. Prior to joining LCP Institutional in 2026, he worked at Rockefeller Financial LLC and FSC Securities Corporation. LCP Institutional provides financial planning, portfolio management, and institutional consulting to both individual and institutional clients, including retirement plans and trusts. The firm uses a multi-asset investment approach focusing on mutual funds, ETFs, common stocks, and selective use of separate account managers, emphasizing individualized Financial Profiles and Investment Plans.
Charles A
CFP®, Series 63, Series 66
Atlanta, GA
LCP Institutional, LLC
Charles Ambroselli is a CFP® with 17 years of experience in the financial services industry. He currently works at LCP Institutional, LLC and has previously held roles at firms including Merit Financial Advisors, Patton Albertson & Miller, and Ronald Blue & Co. His career includes experience with both individual and institutional client services. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individual and institutional clients, including retirement plans and trusts. The firm constructs portfolios based on detailed financial profiles and investment plans, employing multi-asset strategies and fundamental analysis, with a notable emphasis on managing a significant portion of assets on a non-discretionary basis.
Christopher W
Series 63, Series 65
Atlanta, GA
LCP Institutional, LLC
Christopher Wilson is a financial advisor at LCP Institutional, LLC in Atlanta, GA, holding Series 63 and Series 65 designations with 26 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Atlanta Consulting Group Advisors, Northern Lights Distributors, and Russell Investments. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individual and institutional clients, including retirement plans and trusts. The firm uses a research-driven approach to manage multi-asset portfolios and offers services such as discretionary and non-discretionary account management, institutional consulting, and ERISA-related plan fiduciary support.
Carolyn L
CFP®, Series 63, Series 65
Atlanta, GA
LCP Institutional, LLC
Carolyn Larocco is a CFP® with 24 years of experience in financial advising, currently serving at LCP Institutional, LLC since 2003. She previously worked at Cardea Capital Group, Inc. and Cardea Capital Advisors, LLC from 2021 to 2023, and at Lakeview Capital Partners, LLC from 2015 to 2022. She is a member of the Chestnut Hill College Investment Committee. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individuals, retirement plans, charitable organizations, trusts, and small businesses. The firm emphasizes long-term allocations using ETFs, mutual funds, and stocks, with a significant portion of assets managed on a non-discretionary basis, allowing clients to retain final trade approval.
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