Lpl Enterprise, LLC
● SEC registered since 2024CRD 8733SEC# 801-130883Fort Mill, SC
Reg. AUM
$24.94B
Employees
5,215
Accounts
139,192
Location
Fort Mill, SC
Lpl Enterprise, LLC assets under management
Lpl Enterprise, LLC is an investment advisory firm registered with the SEC based in Fort Mill, SC. The firm has been registered since 2024. It reports $24.9 billion in regulatory assets under management and employs 5,215 people.
Lpl Enterprise, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kirby Lepak Horan-Adams Control | Chief Executive Officer. President | Under 5% | 2023 |
| Kiriakos Andreas Evangeliou Control | Svp, Chief Compliance Officer | Under 5% | 2026 |
| Lpl Holdings, Inc. Control | Managing Member | Over 75% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Lpl Enterprise, LLC manage?
Lpl Enterprise, LLC reports $24.9 billion in regulatory assets under management on its Form ADV.
How many employees does Lpl Enterprise, LLC have?
Lpl Enterprise, LLC reports 5,215 employees.
Where is Lpl Enterprise, LLC located?
Lpl Enterprise, LLC is based in Fort Mill, SC and has been SEC-registered since 2024.
Does Lpl Enterprise, LLC disclose fund performance?
Lpl Enterprise, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1055 Lpl Way, Fort Mill, SC 29715 |
| Phone | 704-733-3300 |
| Office hours | 8:30 a.m. - 6:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$24.94B▲ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$24.94Bregulatory AUM
Discretionary $24.94BNon-discretionary $3.6M