Charles Ambroselli
LCP Institutional · Alpharetta, Georgia
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.
Request an introduction to Charles →
Specialties
Facts
| Firm | LCP Institutional |
|---|---|
| Based in | Alpharetta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $3.18B across 395 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 5288928 |
| Exams passed | Series 63 (2017) · Series 66 (2007) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.lcpi.com |
How Charles's firm compares
- LCP Institutional's average account is about $8.0 million, from its Form ADV (assets managed divided by 395 accounts).
Request an introduction to Charles
Tell Charles a little about what you're looking for. Charles isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Charles
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- LCP Institutional website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.