Lcm Capital Management Inc
- Regulatory AUM
- $403M
- Discretionary
- $388M
- Clients
- 473
- Avg AUM / client
- $852K
- Accounts
- 982
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 262 | $69.1M | 17.1% |
| High net worth individuals | 193 | $284M | 70.4% |
| Pension and profit sharing plans | 14 | $49.0M | 12.2% |
| Corporations and other businesses | 4 | $1.2M | 0.29% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Medhq, Llc 401(k) Plan Medhq, Llc | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gary Michael Wozny | Chairman Ceo | Apr 2001 (25y) | 25% – 50% | |
| John Michael Nowicki | President Chief Compliance Officer | May 2001 (25y) | 25% – 50% | |
| Wozny, Albena | Minority Owner | Feb 2006 (21y) | 5% – 10% | |
| Grant Andrew Feurer | Registered representative | Jul 2006 (20y) | ||
| Stephen Gerard Royce | Registered representative | Aug 2007 (19y) | ||
| Derek L Fraley | Registered representative | Dec 2010 (16y) | ||
| William Brennan | Registered representative | Jan 2017 (10y) | ||
| Logan Mark John Guess | Registered representative | Jul 2021 (5y) | ||
| Stephanie Gayle Crosby | Registered representative | Nov 2022 (4y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Medhq, Llc 401(k) Plan | Medhq, Llc | 814 | $45.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 900 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $198M (49% of AUM) Apr 2026
- Fidelity $188M (47% of AUM) Apr 2026
- National Financial Services (Fidelity) $128M (47% of AUM) Apr 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 22, 2026.
View current Form ADV (SEC/IAPD) ↗