HG Capital Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,205,303
Clients
180
0% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
180
Very HighAverage account size
$90,029
About
Hg Capital Advisors, LLC provides discretionary portfolio management and related advisory services to individuals, institutions, small businesses, other advisers, and investment companies. The firm also offers market-timing signals and quantitative analysis, and may provide limited financial planning or consultation upon request; its advisory compensation is typically based on a percentage of assets under management.
Hg Capital generally implements strategic asset-allocation models using mutual funds and exchange-traded funds and operates proprietary programs designed to meet Rule 3a-4 safe-harbor requirements. Accounts are managed on a discretionary basis with documented investment policy statements, periodic reviews, and the option to make the firm’s timing signals available for non-discretionary use by other managers or subscribers.
Distinctive features in the brochure include the firm’s proprietary market-timing programs and the practice of licensing those timing signals to third parties, which is uncommon among peers. The firm reports managing about $16.2 million across roughly 190 discretionary client relationships, a client-to-advisor load that is higher than typical for supported firms, and discloses operational arrangements that may offset certain mutual-fund compensation in specific situations.
Client services
Financial planning
Portfolio management
Selection of other advisers
Market timing
Expertise
Private / alternative investments
Fee options
Retainer agreements typically around $4,000 annually, financial planning minimum fee $1,000
$0 - $250,000: Varies by fee structure (e.g., 1.00% to 2.25%) $250,001 - $500,000: Varies by fee structure with decreasing rates $500,001 - $1,000,000: Varies by fee structure with further decreasing rates $1,000,001 - $3,000,000: Varies by fee structure with further decreasing rates $3,000,001 - $4,000,000: Varies by fee structure with further decreasing rates $4,000,001+: Varies by fee structure with lowest rates
Up to $250 per hour for limited scope consultation and follow-up on financial plans
Performance-based fees offered under Rule 205-3 for qualified clients with addendum
Market timing signals subscription fee up to 0.50% of assets with $1,000 quarterly minimum
Account minimum: $25,000 Minimum fee: Minimum annual fee is $1,000 Fee-only: Fee-only investment advisory services based on AUM percentages and hourly rates for planning
Main office location
HG Capital Advisors, LLC
Houston TX, United States
Number of offices
2
Most active in
HG Capital Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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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