HG Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hg Capital Advisors, LLC provides discretionary portfolio management and related advisory services to individuals, institutions, small businesses, other advisers, and investment companies. The firm also offers market-timing signals and quantitative analysis, and may provide limited financial planning or consultation upon request; its advisory compensation is typically based on a percentage of assets under management.
Hg Capital generally implements strategic asset-allocation models using mutual funds and exchange-traded funds and operates proprietary programs designed to meet Rule 3a-4 safe-harbor requirements. Accounts are managed on a discretionary basis with documented investment policy statements, periodic reviews, and the option to make the firm’s timing signals available for non-discretionary use by other managers or subscribers.
Distinctive features in the brochure include the firm’s proprietary market-timing programs and the practice of licensing those timing signals to third parties, which is uncommon among peers. The firm reports managing about $16.2 million across roughly 190 discretionary client relationships, a client-to-advisor load that is higher than typical for supported firms, and discloses operational arrangements that may offset certain mutual-fund compensation in specific situations.
Client services
Expertise
Fee options
Retainer agreements typically around $4,000 annually, financial planning minimum fee $1,000
$0 - $250,000: Varies by fee structure (e.g., 1.00% to 2.25%) $250,001 - $500,000: Varies by fee structure with decreasing rates $500,001 - $1,000,000: Varies by fee structure with further decreasing rates $1,000,001 - $3,000,000: Varies by fee structure with further decreasing rates $3,000,001 - $4,000,000: Varies by fee structure with further decreasing rates $4,000,001+: Varies by fee structure with lowest rates
Up to $250 per hour for limited scope consultation and follow-up on financial plans
Performance-based fees offered under Rule 205-3 for qualified clients with addendum
Market timing signals subscription fee up to 0.50% of assets with $1,000 quarterly minimum
Account minimum: $25,000 Minimum fee: Minimum annual fee is $1,000 Fee-only: Fee-only investment advisory services based on AUM percentages and hourly rates for planning
Main office
Houston TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Byron Haven · Hg Capital Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")