LCG Capital Advisors, LLC
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 129311
- Registered since
- January 29, 2004
- Website
- lcgadvisors.com
Firm profile
FINTRXOverview
LCG Capital Advisors, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. Ownership is recorded as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. The available record contains minimal public detail about the firm’s operating model. The firm has not provided descriptive information on its client base, fee schedules, core business activities, or advisory services. It is likewise not identified as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser to another registered entity. The dataset shows two office locations associated with LCG Capital Advisors, LLC but does not provide addresses or city-level information. No information about assets under management, account counts, public holdings, investment strategy, or alternative investments was supplied.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Peter Waldstein
Independent ContractorCRD 2061706
Contacts
3 of 11
Ana Carter
FinOpCRD 4424794

Kevin Groff
Senior Managing DirectorCRD 2173228

John Clark
Senior Managing DirectorCRD 2826869
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 201 E Kennedy Blvd
- Time zone
- ET (UTC-5)
- Office locations
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