Lcp Institutional, Llc
- Regulatory AUM
- $3.2B
- Discretionary
- $1.4B
- Clients
- 133
- Avg AUM / client
- $23.9M
- Accounts
- 395
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 69 | $71.8M | 2.26% |
| High net worth individuals | 50 | $1.7B | 53.3% |
| Charitable organizations | 14 | $1.4B | 44.2% |
| Other | Fewer than 5 clients | $7.8M | 0.24% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carolyn Larocco | Chief Executive Officer | CFP | Jan 2023 (4y) | 75% or more |
| Jonathan Scott Hurd | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Smith, Deborah, Yvette | Chief Financial Officer | Mar 2023 (3y) | Less than 5% | |
| Charles Richard Ambroselli | Registered representative | CFP | Feb 2026 (0y) | |
| Christopher Shawn Wilson | Registered representative | Mar 2026 (0y) | ||
| Zachary Lane Samples | Registered representative | CFP | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 959 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • FINANCIAL PLANNING
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Us Bancorp Investments, Inc $1.1B (34% of AUM) Mar 2026
- BNY Mellon $870M (27% of AUM) Mar 2026
- Charles Schwab & Co. $642M (20% of AUM) Mar 2026
- Banque Pictet & Cie Sa $295M (15% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗