DFX Intelligence

A••••• W••••• A•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserIndependent wealth managerSEC registeredRAUM 100m 1b

A••••• W••••• A•••••••

LCW SERVICES, LLC, CRD 337998

VIRGINIA BEACH, VA

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Data as of Apr 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Sep 30, 2025 to Apr 10, 2026
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $235M••• Locked
Discretionary RAUM: $235M
Private client RAUM: $231Mderived••• Locked
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $58.7Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
R••• H••••• L••••••	n/a	VIRGINIA BEACH, VA	0	30	1	no
R••••• T• W•••	n/a	VIRGINIA BEACH, VA	0	30

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C••••• R••••• E•••••	CO-FOUNDER AND CHIEF COMPLIANCE OFFICER	Na	yes	07/2025	Apr 10, 2026	Apr 10, 2026
L••••••• R•••• H•••••	Founder	Na	yes	07/2025	Apr 10, 2026	Apr 10, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 10, 2026	$235M	$235M	6	4	0	n/a	n/a

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	0	3	0.0%	0	0	0	3	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$235M	n/a	n/a	n/a	n/a	6	n/a	0	n/a

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
N••••••••• M••••• I••••••••• S•••••••••	3	Sep 30, 2025	Oct 1, 2025	VIRGINIA BCH, VA	Team lift out	Other	0.2%

Relationships

Controls (5)

← R••• L••OwnerOWNER, ownership code C, domestic entity
Apr 10, 2026 to presentfactForm ADV
← C••••• R••••• E•••••OwnerCO-FOUNDER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 10, 2026 to presentfactForm ADV
← L•• L••OwnerOWNER, ownership code E, domestic entity
Apr 10, 2026 to presentfactForm ADV
← L••••••• R•••• H•••••OwnerFOUNDER, ownership code NA, individual
Apr 10, 2026 to presentfact

Dated events

Order

Occurred
30 Sep 2025
Team lift-out
••• Locked
Form ADV
3 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 30, 2025
Last observed: Apr 10, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.