SourcingSourcing

LCP INSTITUTIONAL, LLC

C40
CRD 325133·SEC 801-127386·ATLANTA, GA
AUM
$3.18B
$1B+
Est. Revenue
$31.8M
@ 1% on AUM
Est. EBITDA
$9.5M
@ 30% margin
Est. Deal Value
$76.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LCP INSTITUTIONAL, LLC
CRD
325133
SEC file #
801-127386
EIN
—
DBA names
—

Economics

AUM
$3.18B
AUM band
$1B+
AUM trajectory
'25'26
$2.02B → $3.18B▲ +57%
Client mix
Individuals Other69
Individuals High Net Worth50
Charitable Organizations14

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
3 advisors → 4 advisors▲ +33%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
linkedin.com/company/lcpinstitutional(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LAROCCO, CAROLYN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
LAROCCO, CAROLYN
LOWE, JACQUELINE, BOURKE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:lcpinstitutional.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Bny Mellon1
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1720792
Trust Company Affiliate
No

People (6)

6
LAROCCO, CAROLYN
IAR · Direct Owner · 87.5%
1720792
LOWE, JACQUELINE, BOURKE
Executive Officer · 2.5%
2551832
Smith, Deborah, Yvette
Executive Officer · 2.5%
7708506
JONATHAN SCOTT HURD
Executive Officer · 2.5%
4159864
CHARLES RICHARD AMBROSELLI
IAR
5288928
Christopher Shawn Wilson
IAR
3154921