Lcg Associates, Inc
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Overview
Lcg Associates, Inc operates as an advisory firm headquartered in Atlanta, Georgia. It manages $1.7 billion in assets under management throughout 11 accounts, making it one of the largest investment advisory firms in the United States by assets under management (AUM). The firm has an average-sized group, including 44 financial advisors. Lcg Associates, Inc is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are tradable financial investments such as bonds, options and stocks.
Lcg Associates, Inc manages more than half of its accounts in a discretionary manner. Discretionary management is a structure in which buy and sell choices for the client's account are made by a portfolio manager without needing to seek the customer's authorization. The firm also has two non-discretionary accounts with a total of $148.2 million in assets under management. The company administers an average of $157.9 million in assets for every client account. The typical advisor at Lcg Associates, Inc administers fewer than one client account, placing it among the most personalized firms in the country.
The company's headquarters is located at 400 Galleria Parkway, Atlanta, Georgia 30339-5953. The firm is legally permitted to serve investors across 7 states, including Florida, Georgia, Louisiana, Pennsylvania, Tennessee, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lcg Associates, Inc by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1.7 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
55
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
11
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$157.9 million
Products and Services
Lcg Associates, Inc offers a number of financial services, including portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Lcg Associates, Inc does not sell products or offer services other than investment advisory services to its investment advisory clients.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees typically vary depending on which services the firm provides the client. However, fees charged by Lcg Associates, Inc likely consist of the following fee types: asset-based or fixed. Lcg Associates, Inc does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with a number of different customers. The firm provides services to pension plans, charitable organizations, state or municipal government entities, corporations and other. Out of its 11 accounts, Lcg Associates, Inc's biggest client group is charitable organizations. Just 2% of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 55%
- Charitable Organizations - 45%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Lcg Associates, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Lcg Associates, Inc
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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