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- Custodian
- Axos ยท City National Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-18-2003
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between June 26, 2012 and June 21, 2013, reported AUM decreased 21.0%, from $102.8M to $81.2M.
Across 3 reported observations, AUM decreased 41.6% between May 18, 2011 and June 21, 2013, from $138.9M to $81.2M.
Of the latest reported AUM, 48.3% is discretionary and 51.7% is non-discretionary.
The firm reports 1 advisory representatives and 180 clients, or 180 clients per representative. That equates to $90.0K in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full HG Capital Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES ERIK LUNDGREN
Chief Compliance Officer, Managing Member
- CRD
- #2155757
- Ownership
- 50% but less than 75%
DENNIS WRIGHT SHAW
Chairman Of The Board, Managing Member
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
HG Capital Advisors, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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