HG Capital Advisors, LLC

RIAState Registered
Total AUM
$16.2M
Discretionary
$16.2M
100% of AUM
Avg account
$84.8K
Accounts
191
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
114653
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

FINTRX

Overview

HG Capital Advisors, LLC is an independent, Texas-based registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, manager selection, and market timing services. Its fee model includes asset-based fees as well as hourly and fixed-fee engagements. HG Capital presents itself as a capital allocator, directing client capital into external alternative managers in addition to traditional investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth