RIA Intel›Advisers›Illinois›LCV ADVISORS LLC

LCV ADVISORS LLC

Advisory

IL

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in IL

#1,219

of 1,719 advisers by AUM

Average account

$631K

across 74 accounts

AUM per adviser

$47M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$47M

Discretionary AUM$47M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients24

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, NY, SC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

24 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

EHLERT FINANCIAL GROUP, INC.

VERNON HILLS, IL

$47M

GUARDIAN ROCK WEALTH INVESTMENT MANAGEMENT, INC.

$47M

MEADOWBROOK CAPITAL MANAGEMENT, LLC

$46M

BOWYER,WEYDERT WEALTH PLANNING PARTNERS,INC.

$46M

MERINO INCORPORATED

$47M

KAKIS FINANCIAL SERVICES INC.

DES PLAINES, IL

$46M

Get the full picture on LCV ADVISORS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LCV ADVISORS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans