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LCG ASSOCIATES, INC.
CRD 105971File 801-17169
APPROVED
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.61B
Top 25% of cohort (national)
Discretionary AUM
$2.17B
Non-discretionary $439.1M
Clients
102
56 accounts
Employees
58
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 17, 1982
- Principal office
- 400 GALLERIA PARKWAY, SUITE 1800, ATLANTA, GA, 30339-5953
- Phone
- (770) 644-0100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.61B
- Discretionary AUM
- $2.17B
- Non-discretionary AUM
- $439.1M
- Discretionary accounts
- 49
- Non-discretionary accounts
- 7
- Total accounts
- 56
- AUM per client
- $25.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 37 | $764.5M |
| Charitable organizations | 55 | $1.74B |
| High net worth individuals | Fewer than 5 | $104.5M |
| Pension and profit sharing plans | 10 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 108 | 102 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.