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3G Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,651,286
Clients
12
17% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$387,607
About
3G Capital LLC provides financial planning, investment advisory, and portfolio management services to individual investors (including IRAs), high-net-worth clients, and pooled investment vehicles, generally for clients with at least $50,000 of investable assets. The firm’s recommendations are concentrated in equity securities and exchange-traded funds and include formulation and implementation of a financial plan to meet clients’ goals.
The firm’s investment approach emphasizes in‑depth fundamental research and value‑based selection within public equity markets, together with strategic asset allocation designed to balance shortfall risk and market risk; bond exposure is managed via diversified, intermediate‑term bond funds. Portfolios commonly incorporate low‑cost exchange‑traded funds accessed through the Vanguard Investment Platform as part of overall diversification and tax-aware construction.
A distinctive feature in the brochure is the explicit inclusion of pooled investment vehicles among eligible clients, signaling readiness to manage collective accounts that are uncommon for similar independent advisers. The firm also requires clients to establish Vanguard brokerage accounts for execution and custody, and it states that proxy materials and voting responsibilities are delivered to and exercised by clients rather than the adviser.
Client services
Portfolio management
Expertise
Active portfolio management
Passive / index investing
Fee options
1.00% of Assets Under Management annually
Account minimum: $50,000
Main office location
3G Capital LLC
3621 Hillsdale Drive
Urbandale IA 50322, United States
Number of offices
1
Most active in
3G Capital LLC has reported serving >5 clients in these states in the last 12 months.
Iowa
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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