Logan
Guess

Lcm Capital Management Inc

CRD#7401412
Investment Advisor
in Chicago, IL

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About this Advisor

Logan Guess is a financial advisor based in Chicago, Illinois who has 2 years of industry experience. Guess works at Lcm Capital Management Inc. Over the course of their career, Guess has held roles at Westrock, Na, Lcm Capital Management and N/A. Guess has a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Illinois. Lcm Capital Management Inc is a company based in Chicago, IL. It administers $285 million in total assets between its 738 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 738 accounts, 49% belong to high-net-worth clients who have greater than $1 million in assets. Lcm Capital Management Inc provides a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fee schedules usually depend on the type of financial services provided. Fees charged by Lcm Capital Management Inc most likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

209 W. Jackson Boulevard Suite 777
Chicago, IL 60606

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Lcm Capital Management Inc Brokerage Details

Total Assets Under Management

$284,487,500

IL Average: $6,674,516,078
Total Number of Employees

9

IL Average: 44
Total Number of Accounts

738

IL Average: 2,564
Average Account Size

$385,484

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Logan Guess Work History

Logan has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lcm Capital Management

2020 - 2021 (1 year)

Na

2019 - 2020 (1 year)

Westrock

2016 - 2020 (4 years)

N/A

2011 - 2016 (5 years)

N/A

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Logan Guess to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lcm Capital Management Inc

Stephanie Johnson
Chicago, IL
Logan Guess
Chicago, IL
Derek Fraley
Chicago, IL
William Ryan
Chicago, IL
Stephen Royce
Chicago, IL
William Brennan
Chicago, IL
Grant Feurer
Chicago, IL
John Nowicki
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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