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Hg Capital Advisors, LLC (Houston)


Hg Capital Advisors, LLC is an adviser based in Houston. It manages $81.17 million of regulatory assets for 2,675 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Texas.

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Hg Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hg Capital Advisors: assets under management

The assets under management (AUM) of Hg Capital Advisors, LLC is $81.17 million. The firm's AUM has grown by 80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $39.2 million in discretionary accounts and $41.97 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.68 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $10.49 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hg Capital Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Hg Capital Advisors, LLC performs its advisory services is located at 11767 Katy Freeway, Houston, TX 77079, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (281) 589-2623 or by fax 281-589-1904. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.hgadvisros.com.


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