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 independently owned registered investment adviser organized as an LLC that focuses on serving individuals and families. The firm describes itself as a capital allocator and provides a mix of advisory services including financial planning, portfolio management for individual and small-business clients, selection of third‑party advisers, and market timing services. Its fee arrangements include asset‑based fees, hourly charges and fixed fees. The firm is not identified as an active ESG investor and is not listed as a multi‑state adviser in the snapshot data.
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 1
James 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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