Hg Capital Advisors, LLC

Hg Capital Advisors, LLC (CRD# 114653) is a financial advisory firm headquartered in Houston, TX. They manage $35,697,000 in 1,289 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    1,289
    ACCOUNTS
  • Average Account Value
    $27,694
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Hg Capital Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James E. Lundgren
CRD#: 2155757
11767 Katy Freeway, Suite 170, Houston, TX 77079
93
Wealthminder
score

James Lundgren (CRD# 2155757) is an Investment Advisor Representative working at Hg Capital Advisors, LLC in Houston, TX and has over 26 years of experience in the finance industry.

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