Data / Investment advisers / Georgia / LCG Associates, Inc.
LCG Associates, Inc., Atlanta, GA: $2.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
LCG Associates, Inc. is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $2.6 billion in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include charitable organizations, corporations and other businesses and high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 105971
- SEC file number
- 801-17169
- SEC status
- Approved, effective May 17, 1982
- Main office
- 400 Galleria Parkway Suite 1800, Atlanta, GA 30339
- Phone
- (770) 644-0100
- Regulatory AUM
- $2,608,655,710 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $2,169,550,227
- Non discretionary AUM
- $439,105,483
- Accounts
- 56
- Employees
- 58, of which 48 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 55 | $1.74 billion |
| Corporations or other businesses | 37 | $764.5 million |
| High net worth individuals | Fewer than 5 | $104.5 million |
| Pension and profit sharing plans | 10 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.61 billion | March 26, 2026 |
| December 1, 2025 | $2.42 billion | March 27, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Globalt Investments | Atlanta | $3.02 billion | Not listed | adviserinfo.sec.gov |
| Montag | Atlanta | $2.97 billion | Not listed | adviserinfo.sec.gov |
| Falcons I, LLC | Atlanta | $2.75 billion | Not listed | adviserinfo.sec.gov |
| Bison Wealth, LLC | Atlanta | $2.74 billion | Not listed | adviserinfo.sec.gov |
| Cornerstone Investment Partners, LLC | Atlanta | $2.65 billion | Not listed | adviserinfo.sec.gov |
| Strategic Blueprint, LLC | Atlanta | $2.54 billion | Not listed | adviserinfo.sec.gov |
| Arcus Capital Partners, LLC | Atlanta | $2.51 billion | 2 | adviserinfo.sec.gov |
| Bluearc Capital Management | Atlanta | $2.44 billion | 43 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving charitable organizations
- Advisers serving corporations and other businesses
- LCG Associates, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.