# Charles Ambroselli

> Charles Ambroselli is a fee-only financial advisor at LCP Institutional in Alpharetta, Georgia, who holds the CFP credential. Charles focuses on sustainable & impact investing. LCP Institutional reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-ambroselli/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** LCP Institutional
- **Based in:** Alpharetta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $3.18B across 395 accounts
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing
- **CRD:** 5288928 (https://adviserinfo.sec.gov/individual/summary/5288928)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 63 (2017), Series 66 (2007)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.lcpi.com/

## Frequently asked questions

### Is Charles Ambroselli a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and LCP Institutional reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Charles charge for financial advice?

Charles's firm, LCP Institutional, reports charging a percentage of assets on its SEC Form ADV.

### Where is Charles Ambroselli based?

Charles Ambroselli is based in Alpharetta, Georgia.

### What does Charles specialize in?

Charles's specialties include sustainable & impact investing.

### What credentials does Charles Ambroselli hold?

Charles Ambroselli holds the CFP credential.

### Is Charles Ambroselli registered with the SEC?

Yes. Charles Ambroselli is registered as an investment adviser representative in GA (CRD 5288928), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does LCP Institutional manage?

LCP Institutional reports $3.18B across 395 accounts in assets under management.

### How do I contact Charles Ambroselli?

Through Charles's website, www.lcpi.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5288928): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://lcpi.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.