SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
LCG Associates, Inc.
Atlanta, GA
CRD 105971
Firm filing updated March 26, 2026 ·
- $2.6BAssets
- 48Advisory staff
- 56Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Charities55
- Corporations or other businesses37
- Pension and profit sharing plans10
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | Fewer than 5 clients | $104.5 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $0 |
| Charitable organizations | 55 | $1.7 billion |
| Corporations or other businesses not listed above | 37 | $764.5 million |
| Other: "NUCLEAR DECOMMISSIONING TRUSTS" | 6 | $0 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "GIVE INVESTMENT ADVICE BASED ON EACH CLIENT'S NEEDS."
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Other: "GIVE INVESTMENT ADVICE BASED ON EACH CLIENT'S NEEDS."
Assets and accounts
- Regulatory assets$2.6 billion
- Accounts56
- Discretionary$2.2 billion · 49 accounts
- Non-discretionary$439.1 million · 7 accounts
People
- Employees58
- Advisory staff48
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 105971, SEC file 801-17169.
- Registered with the SEC as an investment advisor (status date on record: May 17, 1982).
Is LCG Associates, Inc. a fiduciary?
Short answer: LCG Associates, Inc. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.