LCM CAPITAL MANAGEMENT INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $403.0M |
| Discretionary | $388.2M96% of AUM |
| Non-Discretionary | $14.8M |
| Client Accounts | 982 |
| Avg Account Size | $410K |
| Employees | 8 |
| Peak AUM | $403.0MApr 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $403M | +10.3% | +14.3% | +12.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $403.0M |
| Discretionary | $388.2M |
| Employees | 8 |
| Client Accounts | 982 |
Contact & Location
Address
209 W. JACKSON BOULEVARD
CHICAGO IL 60606
Phone
312-705-3013
Filing History
74 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$388M
96.3% of AUM
Non-Discretionary
$15M
3.7% of AUM
Disc. mix ▼ 0.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Banking Institution