HG CAPITAL ADVISORS, LLC

RIASEC Registered
Total AUM
$16.2M
Discretionary
$16.2M
100% of AUM
Avg account
$84.8K
Accounts
191
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
114653
Custodians
AXOS CLEARING LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersMarket Timing Services

Firm profile

FINTRX

Overview

HG Capital Advisors, LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm positions itself as a capital allocator and combines financial planning with portfolio management for individuals and small businesses. Its advisory services include selection of other advisers and market timing services alongside standard planning work. Investment activity is tilted toward public equities — exchange-traded securities are the firm’s primary vehicle — but the firm also places client capital with third-party alternative managers. HG Capital Advisors charges a mix of fees: a percentage of assets under management, hourly fees, and fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • JAMES LUNDGREN

    Managing Principal and Chief Investment OfficerCRD 2155757

Contacts

2 of 2
  • DENNIS WALTER

    Managing MemberCRD 1633707

  • DENNIS SHAW

    Managing MemberCRD 5393862

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth