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CRD#: 129311
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

LCG CAPITAL ADVISORS, LLC is located at 201 East Kennedy Blvd Suite 1700, Tampa, FL 33602 and was first established at Florida, Florida in 07/03/2003. After operating for 22 years, LCG CAPITAL ADVISORS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of LCG CAPITAL ADVISORS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. LCG CAPITAL ADVISORS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at LCG CAPITAL ADVISORS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access LCG CAPITAL ADVISORS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at LCG CAPITAL ADVISORS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for LCG CAPITAL ADVISORS, LLC Comes From

Understanding the Statistics for LCG CAPITAL ADVISORS, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
201 East Kennedy Blvd Suite 1700, Tampa, FL 33602
Mailing Address
201 East Kennedy Blvd Suite 1700, Tampa, FL 33602
Firm Size
Small
Phone Number
(813) 226-2800
Established
Florida since 07/03/2003
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
LCG CAPITAL HOLDINGS, LLCOWNER
CARTER, ANA RPRINCIPAL FINANCIAL OFFICER4424794
CARTER, ANA ROUMENOVAFINOP4424794
CLARK, JOHN WOODBURYMANAGING DIRECTOR2826869
LITTLE, CRAIG NEALCHIEF COMPLIANCE OFFICER5293689
LITTLE, CRAIG NEALPRINCIPAL OPERATIONS OFFICER5293689

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Advisor's working at LCG CAPITAL ADVISORS, LLC

KG

Kevin Anthony Groff

RR
CRD#: 2173228
Location:
Tampa, FL 33602
Company:
LCG CAPITAL ADVISORS, LLC
Disclosures:
Experience:
34 years
View Profile
PW

Peter Denbo Waldstein

RR
CRD#: 2061706
Location:
Tampa, FL 33602
Company:
LCG CAPITAL ADVISORS, LLC
Disclosures:
Experience:
33 years
View Profile
AC

Ana Roumenova Carter

Ana Roumenova Bagaleva, Ana Carter, Ana R Carter, Ana Roumenova Pirinski, Ana Pirinski
RR
CRD#: 4424794
Location:
Tampa, FL 33602
Company:
LCG CAPITAL ADVISORS, LLC
Disclosures:
Experience:
16 years
View Profile
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