LCG Associates, Inc.

RIASEC RegisteredEst. 1982

Total AUM

$2.6B

Discretionary

$2.2B

83% of AUM

Avg account

$46.6M

Accounts

56

Employees

58

Advisory reps

11

Firm details

Headquarters: Atlanta, Georgia
CRD number: 105971
Registered since: May 17, 1982
Website: www.lcgassociates.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CHARLES SCHWAB & CO., INC., PRINCIPAL SECURITIES, INC., U.S. BANK, N.A.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Charitable Organizations66.69%
Corporations / Businesses29.31%
HNWI4.01%
Services: Portfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

LCG Associates, Inc. is an institutional registered investment adviser that has been SEC-registered since 1982. The firm acts as a capital allocator for institutional clients, offering portfolio management for businesses and institutions, pension consulting, and selection-of-other-advisers services. Its fee arrangements combine percentage-of-AUM and fixed fees. LCG identifies as a non-ESG active investor and is not listed as a multi-state adviser. The firm was named one of "Top RIA Firms to Watch" by investor.com in 2020.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds54%
Private Funds22%
Exchange Traded Equities17%
US Government Bonds2%
Investment Grade Corp Bonds2%

Owners & executives

2 of 2

Amber Stiles
Chief Compliance OfficerCRD 6613032
James Challen
Chief Executive OfficerCRD 4419585

Contacts

3 of 9

David Ritter
Principal, Senior Vice PresidentCRD 4337936
Michael Lubin
Principal, Senior Vice PresidentCRD 4337932
Kathryn Chotiner
PresidentCRD 4732378

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area: Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region: South
County: Fulton
Address: 400 Galleria Pkwy Se
Time zone: ET (UTC-5)
Office locations

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