LCG Associates, Inc.
Alpha Nasdaq OCIO Indices - ContributorATLANTA, GA
Form ADV and provider website profile · CRD 105971 · regulatory data as of Mar 26, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for LCG Associates, Inc.. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$2.6BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
56Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$2.2BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$439MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$2.6BTotal Firm AUM
$2.2BDiscretionary AUM
$439MNon-discretionary AUM
56Total accounts
49Discretionary accounts
7Non-discretionary accounts
Client Mix by Firm AUM
$2.6BFirm AUM
Charities66.7%
Corporations29.3%
High-Net-Worth4.0%
Retirement Plans0.0%
Other0.0%
Reported Client Types
Source: Form ADV client recordsCharities66.7%
55 clients$1.7B firm assets
Corporations29.3%
37 clients$764M firm assets
High-Net-Worth4.0%
0 clients$105M firm assets
Retirement Plans0.0%
10 clients$0 firm assets
Other0.0%
6 clients$0 firm assets
Reported total108 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Charities | $1.7B | 55 | 66.7% |
| Corporations | $764M | 37 | 29.3% |
| High-Net-Worth | $105M | 0 | 4.0% |
| Retirement Plans | $0 | 10 | 0.0% |
| Other | $0 | 6 | 0.0% |
| Reported total | $2.6B | 108 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…