Lcg Associates, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 26, 2026, reports $2.6B in regulatory assets under management, 58 employees, 2 offices, and 56 accounts.
Assets Under Management
$2.6B
Employees
58
Offices
2 offices
Total Clients
108
Primary office
ATLANTA, GA
400 GALLERIA PARKWAY, SUITE 1800, ATLANTA, GA, United States
Top client segmentCharitable represent 50.9% of total clients.
Top client categories% of clientsClients
1
Charitable
50.9%
55
2
Corporations
34.3%
37
3
Pension Plans
9.3%
10
4
Irrevocable Trusts/Estates
5.6%
6
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.6Bas of March 26, 2026
Discretionary83.2%
$2.2B
83% of total RAUM83.2%
Non-discretionary16.8%
$439M
17% of total RAUM16.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.6B
Total Accounts56
10Y AUM Change+$2.2B (+481.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees58
Clients per Employee2:1
10Y Employee Change+6 (+11.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.