{
  "crd_number": 105971,
  "slug": "lcg-associates-inc-atlanta-ga-105971",
  "primary_business_name": "LCG ASSOCIATES, INC.",
  "legal_name": "LCG ASSOCIATES, INC.",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1982-05-17",
  "years_registered": 44,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 2608655710.0,
  "raum_discretionary": 2169550227.0,
  "raum_non_discretionary": 439105483.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 58,
  "advisory_employees": 48,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 6,
      "description": "NUCLEAR DECOMMISSIONING TRUSTS"
    },
    "charitable": {
      "raum": 1739679968.0,
      "count": 55
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 10
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 104500069.0,
      "count": 0,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 764475673.0,
      "count": 37
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "LA",
    "MN",
    "OH",
    "PA",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://lcgassociates.com",
    "https://linkedin.com/company/lcg-associates"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105971",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/lcg-associates-inc-atlanta-ga-105971",
  "display_name": "LCG Associates, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. LCG Associates, Inc. (CRD 105971): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is LCG Associates, Inc. compensated?",
      "a": "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)."
    },
    {
      "q": "How much does LCG Associates, Inc. charge?",
      "a": "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."
    },
    {
      "q": "Where is LCG Associates, Inc. located?",
      "a": "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)."
    },
    {
      "q": "Is LCG Associates, Inc. registered with the SEC or a state?",
      "a": "LCG Associates, Inc. is an SEC-registered investment advisory firm, registered since 1982. Status as filed: Approved. CRD 105971."
    },
    {
      "q": "How much does LCG Associates, Inc. manage?",
      "a": "LCG Associates, Inc. reports $2,608,655,710 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (83% discretionary)."
    },
    {
      "q": "How have LCG Associates, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does LCG Associates, Inc. serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does LCG Associates, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does LCG Associates, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in LCG Associates, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 47 to 48."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1044791279.0,
      "total_employees": 53,
      "filing_date": "2021-05-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1387306433.0,
      "total_employees": 55,
      "filing_date": "2022-08-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1736482578.0,
      "total_employees": 55,
      "filing_date": "2023-07-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1962074219.0,
      "total_employees": 62,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2422218740.0,
      "total_employees": 56,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2608655710.0,
      "total_employees": 58,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 47 to 48."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $100,000,000",
        "rate": "0.25%"
      },
      {
        "band": "$100,000,000 to $300,000,000",
        "rate": "0.1%"
      },
      {
        "band": "Above $300,000,000",
        "rate": "0.05%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 100000000.0,
          "rate_pct": 0.25
        },
        {
          "min": 100000000.0,
          "max": 300000000.0,
          "rate_pct": 0.1
        },
        {
          "min": 300000000.0,
          "max": null,
          "rate_pct": 0.05
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Northern Trust",
      "name_as_filed": "NORTHERN TRUST",
      "affiliated": false
    },
    {
      "name": "Principal Bank",
      "name_as_filed": "PRINCIPAL BANK",
      "affiliated": false
    },
    {
      "name": "US Bank, N.A.",
      "name_as_filed": "US BANK, N.A.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/lcg-associates-inc-atlanta-ga-105971.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": true,
      "raum": 104500069.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 55,
      "fewer_than_5": false,
      "raum": 1739679968.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 37,
      "fewer_than_5": false,
      "raum": 764475673.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 6,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105971",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}