Zachary Samples
LCP Institutional · Atlanta, Georgia
Zachary Samples is a fee-only financial advisor at LCP Institutional in Atlanta, Georgia, who holds the CFP credential. Zachary focuses on sustainable & impact investing. LCP Institutional reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | LCP Institutional |
|---|---|
| Based in | Atlanta, 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 6905706 |
| Exams passed | Series 63 (2018) · Series 65 (2022) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.lcpi.com |
How Zachary's firm compares
- LCP Institutional's average account is about $8.0 million, from its Form ADV (assets managed divided by 395 accounts).
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Questions about Zachary
Is Zachary Samples a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary 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 Zachary charge for financial advice?
Zachary's firm, LCP Institutional, reports charging a percentage of assets on its SEC Form ADV.
Where is Zachary Samples based?
Zachary Samples is based in Atlanta, Georgia.
What does Zachary specialize in?
Zachary's specialties include sustainable & impact investing.
What credentials does Zachary Samples hold?
Zachary Samples holds the CFP credential.
Is Zachary Samples registered with the SEC?
Yes. Zachary Samples is registered as an investment adviser representative in GA (CRD 6905706), 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 Zachary Samples?
Through Zachary'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.
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