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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 09/1992
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2004
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 12/2002
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2004
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/1979
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 10/2006
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2016
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 12/2017
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Scott Michael Freeman | Senior V.P. / Director | 09/1992 | Individual | Yes | Less than 5% |
| Anthony Morgan Daniel | Senior V.P. / Director | 01/2004 | Individual | Yes | Less than 5% |
| Brian John Falco | Senior V.P. / Director | 12/2002 | Individual | Yes | Less than 5% |
| David Daniel Ritter | Senior V.P. / Director | 01/2004 | Individual | Yes | Less than 5% |
| Inc. Lcg Holdings | Parent Of Applicant | 09/1979 | Domestic entity | Yes | 75% or more |
| Michael Todd Lubin | Senior V.P. / Director | 10/2006 | Individual | Yes | Less than 5% |
| Amber Nicole Stiles | Chief Compliance Officer / Director | 01/2016 | Individual | Yes | Less than 5% |
| David Robert Emerson | Senior V.P. / Director | 12/2017 | Individual | Yes | Less than 5% |
| Kathryn Claire Paradice Chotiner | President / Director | 01/2024 | Individual | Yes | Less than 5% |
| James Johnston Challen | Chairman Of The Board / Ceo / Director | 01/2025 | Individual | Yes | Less than 5% |
| James Campbell Mcelroy | Senior V.P. / Director | 01/2025 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVNo indirect ownership records were reported.
Owners & Executives
Source: Form ADVSM
Scott Michael Freeman
Senior V.P. / Director
AM
Anthony Morgan Daniel
Senior V.P. / Director
BJ
Brian John Falco
Senior V.P. / Director
DD
David Daniel Ritter
Senior V.P. / Director
MT
Michael Todd Lubin
Senior V.P. / Director
AN
Amber Nicole Stiles
Chief Compliance Officer / Director
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives11
Indirect ownership records0
Regulatory statusSEC registered investment adviser
SEC registration dateMay 17, 1982
CRD number105971