Lcm Capital Management Inc is a large advisory firm based in Chicago. It manages $205.37 million of regulatory assets for 634 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Florida, and 6 other states.
Lcm Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lcm Capital Management Inc is $205.37 million. The firm's AUM has grown by 1051% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lcm Capital Management Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Byron Keith Crowe is high net worth individuals with 165 clients and $141.23 million of assets under management. Among the 10 most similar advisory firms, Lcm Capital Management has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $205.37 million for 333 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Lcm Capital Management doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Byron Keith Crowe has been acting as President since 1 Jun 1998. Albena Wozny joined the executive team most recently as the Minority Owner.
The principal office where Lcm Capital Management Inc performs its advisory services is located at 209 W. Jackson Boulevard, Chicago, IL 60606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-705-3013 or by fax 312-705-5044. The normal business hours are 9am to 4pm on Monday - Friday. You can find more information about the New York firm at lcmcapital.com.