Overview
Assets Under Management: $159 million
Headquarters: MADISON, AL
High-Net-Worth Clients: 4
Average Client Assets: $33 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.64
Average High-Net-Worth Client Assets: $33 million
Total Client Accounts: 1,625
Discretionary Accounts: 1,606
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 128583
Filing ID: 1995418
Last Filing Date: 2025-08-01 13:32:00
Website: https://lccapital.net