A complete list of active advisors currently associated with HG Capital Advisors, LLC

Warmer can help you find a great advisor at HG Capital Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at HG Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.