LCG Capital Advisors, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Tampa, Florida
CRD number
129311
Registered since
January 29, 2004

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Peter Waldstein

    Peter Waldstein

    Independent ContractorCRD 2061706

Contacts

3 of 11
  • Ana Carter

    Ana Carter

    FinOpCRD 4424794

  • Kevin Groff

    Kevin Groff

    Senior Managing DirectorCRD 2173228

  • John Clark

    John Clark

    Senior Managing DirectorCRD 2826869

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth