Stephen
Hodgetts

First Capital Advisors Group, LLC

CRD#6227153
Investment Advisor
in Blue Bell, PA

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About this Advisor

Stephen Hodgetts is a financial advisor based out of Blue Bell, Pennsylvania, with 7 years of relevant experience. Hodgetts is an employee of First Capital Advisors Group, LLC. Their career trajectory has included roles at Providence College, Providence College Athletic Department, Ing Financial Partners, Inc, Mcadam Financial Group, Mcadam LLC, Purshe Kaplan Sterling Investments, Inc and First Capital Advisors Group. Hodgetts holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania. First Capital Advisors Group, LLC is a business based out of Blue Bell, PA. The investment advisory business has offices in two locations and a total of 10 people on staff. It oversees $343 million in total assets among its 230 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 230 accounts, 25% are held by high-net-worth clients who have at least $1 million in investable assets. First Capital Advisors Group, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules typically vary depending on which services are provided. Fee types charged by First Capital Advisors Group, LLC can include any combination of asset-based and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

512 E. Township Line Rd. 5 Valley Square
Blue Bell, PA 19422

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First Capital Advisors Group, LLC Brokerage Details

Total Assets Under Management

$342,954,805

PA Average: $15,833,994,310
Total Number of Employees

10

PA Average: 41
Total Number of Accounts

230

PA Average: 3,342
Average Account Size

$1,491,108

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Stephen Hodgetts Work History

Stephen has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

First Capital Advisors Group

2014 - Present (10 years)

Purshe Kaplan Sterling Investments, Inc

2014 - 2016 (2 years)

Mcadam LLC

2013 - 2014 (1 year)

Ing Financial Partners, Inc

2013 - 2014 (1 year)

Mcadam Financial Group

2010 - 2013 (3 years)

Providence College

2010 - 2013 (3 years)

Providence College Athletic Department

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stephen Hodgetts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Capital Advisors Group, LLC

James Hiles
Little Silver, NJ
Jeffrey Schulte
Blue Bell, PA
Stephen Hodgetts
Blue Bell, PA
James Dee
Little Silver, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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