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LCG ASSOCIATES, INC.
CRD 105971File 801-17169
APPROVED
Filing as of Mar 26, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 108 | 102 | decreased by6 |
| Apr 1, 2026 | Employees | 56 | 58 | increased by2 |
| Apr 1, 2026 | Clients | 104 | 108 | increased by4 |
| Apr 1, 2026 | AUM | $2,422,218,740 | $2,608,655,710 | increased by$186,436,970 |
| Apr 1, 2026 | Accounts | 17 | 56 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 55 | 56 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 95 | 104 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,387,306,433 | $2,422,218,740 | increased by$1,034,912,307 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 10 | 17 | increased by7 |
| Apr 1, 2022 | Employees | 53 | 55 | increased by2 |
| Apr 1, 2022 | Clients | 93 | 95 | increased by2 |
| Apr 1, 2022 | AUM | $1,044,791,279 | $1,387,306,433 | increased by$342,515,154 |
| Apr 1, 2022 | Accounts | 8 | 10 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LCG ASSOCIATES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LCG ASSOCIATES” may also match similarly-named firms). Confirm identity against each filing.
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.