HG CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- ,
- CRD number
- 114653
- Website
- www.hgadvisors.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1JAMES LUNDGREN
Managing Principal and Chief Investment OfficerCRD 2155757
Contacts
2 of 2DENNIS WALTER
Managing MemberCRD 1633707
DENNIS SHAW
Managing MemberCRD 5393862
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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