AdvisorCensus / Financial advisors / Georgia / Atlanta / LCG Associates, Inc.
LCG Associates, Inc. is an SEC-registered investment advisory firm in Atlanta, GA, registered since 1982, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.
Quick answers
From the filingHow is LCG Associates, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), LCG Associates, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does LCG Associates, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated March 26, 2026 states: Up to $100,000,000: 0.25% a year; $100,000,000 to $300,000,000: 0.1% a year; Above $300,000,000: 0.05% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is LCG Associates, Inc. located?
LCG Associates, Inc.'s principal office is in Atlanta, GA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is LCG Associates, Inc. registered with the SEC or a state?
LCG Associates, Inc. is an SEC-registered investment advisory firm, registered since 1982. Status as filed: Approved. CRD 105971.
How much does LCG Associates, Inc. manage?
LCG Associates, Inc. reports $2,608,655,710 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (83% discretionary).
How have LCG Associates, Inc.'s assets and staff changed since 2021?
In the Form ADV data for LCG Associates, Inc.: Regulatory assets under management: $1,044,791,279 in the October 2021 data and $2,608,655,710 in the October 2026 data, up 150%. Total employees: 53 in October 2021 and 58 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does LCG Associates, Inc. serve?
By number of clients on Form ADV Item 5.D: charitable organizations (55); corporations or other businesses not listed above (37); pension and profit sharing plans (but not the plan participants or government pension plans) (10).
Which custodians does LCG Associates, Inc. use?
LCG Associates, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Northern Trust, Principal Bank and US Bank, N.A. as custodians holding 10% or more of its separately managed account assets.
Does LCG Associates, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105971
What changed in LCG Associates, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 47 to 48.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $100,000,000 | 0.25% |
| $100,000,000 to $300,000,000 | 0.1% |
| Above $300,000,000 | 0.05% |
The brochure's wording
Generally, the fee for an OCIO client is set forth below: • 0.25% on the first $100 million • 0.10% on the next $200 million • 0.05% thereafter
As stated in the firm's Form ADV Part 2A brochure dated March 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$2,608,655,710 as of October 2026, filing dated March 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1982 (44 years)
- Employees
- Total: 58. Performing investment advisory functions: 48.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the April 2026 filing
- States registered or notice-filed
-
10 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $2,608,655,710 | 58 | March 26, 2026 |
| October 2025 | $2,422,218,740 | 56 | March 27, 2025 |
| October 2024 | $1,962,074,219 | 62 | March 27, 2024 |
| October 2023 | $1,736,482,578 | 55 | July 27, 2023 |
| October 2022 | $1,387,306,433 | 55 | August 1, 2022 |
| October 2021 | $1,044,791,279 | 53 | May 11, 2021 |
Regulatory assets under management: $1,044,791,279 in the October 2021 data and $2,608,655,710 in the October 2026 data, up 150%.
Total employees: 53 in October 2021 and 58 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 47 to 48.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. LCG Associates, Inc. (CRD 105971): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/lcg-associates-inc-atlanta-ga-105971