Lcp Institutional

What Lcp Institutional does

LCP Institutional, LLC is an independent, fee-only investment consulting and wealth management firm headquartered in Atlanta, Georgia, registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Founded by Carolyn LaRocco, the firm serves three core client segments: institutional investors (healthcare, education, religious organizations, endowments, foundations, and mission-driven organizations), high-net-worth individuals and families, and socially responsible investors (SRI). The firm differentiates through a fiduciary model with full fee transparency, early-mover expertise in SRI dating to the late 1990s, and global manager relationships leveraged on behalf of clients.

The firm delivers its services through a structured consulting process encompassing Investment Policy Statement development and review, strategic asset allocation modeling, manager search and selection with qualitative and quantitative due diligence, portfolio implementation, ongoing performance measurement and evaluation (quarterly and monthly reporting net-of-fee), cash flow analysis, custodian searches, and fee negotiation. SRI services include activism- and impact-oriented portfolio construction with a built-in knowledge base for identifying values-aligned investments and managers. The firm does not develop proprietary technology products and operates on standard investment management platforms.

LCP Institutional generates revenue through recurring, fee-based advisory services on a quote-based, fully-disclosed basis determined through direct client consultation. The firm operates on a sales-led, direct-engagement model with quarterly client review cadence, relying primarily on referrals, community presence, and targeted outreach rather than broad digital marketing. The team comprises approximately 10 professionals including the founder/president, senior consultants, analysts, a Private Wealth Advisor, CFO/Controller, Chief Compliance Officer, and Chief Operating Officer. The firm has no external funding, parent company, or disclosed M&A activity.

Name

Lcp Institutional

Legal name

LCP Institutional, LLC

Website

https://lcpi.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

LCP Institutional is an Atlanta-based independent registered investment adviser providing fee-only fiduciary consulting, wealth management, and socially responsible investing services to institutional investors, high-net-worth individuals and families, and mission-driven organizations.

Ownership category

akta.pro rank

Product category

Investment Consulting

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEAAAL

Fee-Only Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAAABAD

Advisory Portfolio Management (Non-Discretionary)

Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management

SECONDARYFSAAAGAJ

Institutional Consultants & Fiduciary Management (Investment Consulting)

Financial & Insurance/Asset & Wealth Management/Asset Management — Institutional (Pensions, Endowments, Sovereign)

Keywords

• Investment consulting
• Wealth management
• Socially responsible investing
• Asset allocation
• Fiduciary advisory

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Investment Advisory Fees: LCP Institutional generates revenue through fee-based investment advisory services. The firm operates on a fully disclosed and transparent fee structure as a fiduciary, charging clients for investment consulting and management services. The fee model is designed to eliminate conflicts of interest and align with client interests.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

LCP Institutional provides fee-based independent investment consulting and wealth management services to institutions, high-net-worth individuals and families, and socially responsible investors. The firm delivers a structured consulting process covering Investment Policy Statement development, strategic asset allocation modeling, manager search and due diligence, portfolio implementation, and ongoing performance measurement and monitoring, augmented by cash flow analysis, custodian searches, fee negotiation, and dedicated socially responsible investing advisory services.

Product overview

LCP Institutional is an independent investment consulting firm offering a unified suite of advisory services centered on fiduciary wealth management. The core offering is a structured consulting process encompassing Investment Policy Statement development, asset allocation modeling, manager search and selection, portfolio implementation, and ongoing performance measurement and monitoring. The firm specializes in serving institutional investors, high net worth individuals and families, and socially responsible investors, providing additional services including cash flow analysis, client education, custodian searches, and fee negotiation as part of the standard process.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Policy Statement Development and Review Development and review of Investment Policy Statements (IPS) as the cornerstone from which all subsequent investment strategies are formed, essential for sound fiduciary management of institutional, family, and individual client portfolios.
• Asset Allocation Modeling Strategic asset allocation modeling service to construct portfolios tailored to clients' unique needs, objectives, cash flow requirements, and risk parameters.
• Manager Search and Selection Comprehensive manager search and selection service providing qualitative and quantitative due diligence on existing and new investment managers to identify suitable portfolio managers for client mandates.
• Portfolio Implementation Service that formalizes the investment program through implementation plans once the Investment Policy Statement and asset allocation policies are finalized, transitioning portfolio strategy into execution.
• Performance Measurement, Evaluation, and Monitoring Quarterly and monthly portfolio performance reporting against appropriate benchmarks, with continuous evaluation and monitoring of cash flow, investment objectives, and investment managers, including net-of-fee return tracking.
• Socially Responsible Investing Specialized SRI investing services incorporating activism and impact considerations, with a built-in knowledge base for identifying investments and managers meeting client values-aligned criteria.
• Cash Flow Analysis Cash flow analysis service to ensure client funds are available as needed regardless of market conditions, supporting both institutional liability funding and individual/family liquidity planning.

Quantifiable outcome

• Net of fee return tracking - focus on what clients actually earn after fees

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered minor.

• Atlanta Community Food BankminorOthersCommunity partnership supporting the food bank's mission to fight hunger by distributing 9 million+ meals monthly across metro Atlanta and north Georgia. LCPI supports through volunteer opportunities, food drives, and community engagement.
• Cool Girls Inc.minorOthersPartnership with organization dedicated to self-empowerment of girls in Atlanta's vulnerable communities through tuition-free life skills programs addressing racism, sexism, and economic inequality.
• Atlanta Humane SocietyminorOthersCommunity partnership supporting animal welfare through contributions helping homeless animals find loving homes and supporting outreach programs in the Atlanta community.
• The Leadership Conference of Women Religious (LCWR)minorOthersPartnership with an association representing leaders of Catholic women religious congregations in the US, serving nearly 1,270 members representing approximately 66% of 35,000 women religious in the country.
• Atlanta Lab RescueminorOthersCommunity partnership supporting dog rescue efforts, with Atlanta Lab Rescue having rescued close to 7,000 dogs since 2007, promoting responsible pet ownership and community involvement.

Scale indicators2 records

Recent moves6 records

Expansion highlights3 records

Direct peers

• NEPC: NEPC is an independent investment consulting firm serving institutional clients including endowments, foundations, pensions, and healthcare organizations. Direct competitor in the institutional investment consulting market with similar fee-only fiduciary structure.
• Meketa Investment Group: Meketa is an independent, employee-owned investment consulting firm serving institutional clients with asset allocation, manager research, and performance reporting. Closely matches LCP Institutional's institutional consulting model and fiduciary approach.
• CAPTRUST: CAPTRUST is an independent registered investment advisor providing investment advisory and consulting services to institutional clients (endowments, foundations, retirement plans) and HNW individuals. Closely comparable in fiduciary advisory and multi-segment client focus.
• Mercer Advisors: Mercer Advisors is an independent, fee-only RIA providing wealth management, investment advisory, and financial planning to HNW individuals and families. Comparable in fee-only fiduciary model and HNW wealth management services.
• Segal Marco Advisors: Segal Marco Advisors is an independent investment consulting firm providing investment advisory and OCIO services to institutional clients including healthcare, education, and corporate plans. Comparable mid-sized independent institutional consultant with similar client mix.
• Fund Evaluation Group: FEG is an independent investment advisor providing investment consulting, OCIO services, and discretionary management to institutional and private wealth clients. Comparable independent fiduciary model with similar institutional and HNW client segments.
• Verus (formerly PCA): Verus is an independent investment consulting firm serving institutional clients with manager research, asset allocation, and performance reporting. Comparable independent fiduciary model in the institutional consulting space.

Broad incumbents

• Aon Investments: Aon (via Aon Hewitt) provides investment consulting, OCIO, and actuarial services to institutional clients including pension plans, endowments, and healthcare organizations. Global incumbent competing in the institutional consulting market.
• Cambridge Associates: Cambridge Associates is a global investment consulting firm serving institutional investors (endowments, foundations, pensions) and HNW families with investment research, asset allocation, and portfolio management. Broader scale incumbent competing for the same institutional and HNW segments.
• Russell Investments: Russell Investments provides institutional investment consulting, OCIO, and investment management services to pensions, endowments, and foundations globally. Broader-scale incumbent in the institutional consulting space with overlapping client types.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks2 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/lcp-institutional

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lcp Institutional