$16.2M Total AUM
$16.2M Disc. AUM
-- 3Y CAGR
3 Employees
180 ADV. Clients
22 yrs Firm Age
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- Custodian
- Axos ยท City National Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-18-2003
- Office Locations
- 1
Office Locations
-- Houston TX
About HG Capital Advisors, LLC
Hg Capital Advisors, LLC is a Houston-based RIA delivering personalized investment management and financial planning for clients saving for the future, planning for retirement, or preserving wealth. Strategies are built around each client's cash-flow needs and risk profile and are implemented primarily with ETF-based portfolios; custody includes Axos.
Team overview
-- AVG AGE
$16.2M AVG AUM / ADVISOR
$90.0K AVG AUM / CLIENT
19.3 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
Available
Owner & Executives
JAMES ERIK LUNDGREN
Chief Compliance Officer, Managing Member
- CRD
- #2155757
- Ownership
- 50% but less than 75%
Available
Available
Available
D
DENNIS WRIGHT SHAW
Chairman Of The Board, Managing Member
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,205,303 | $14,676 |
| Non-Discretionary | $0 | $10,491,628 |
| Total | $16,205,303 | $30,343 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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