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HG CAPITAL MANAGEMENT, LLC

NASHVILLE, TN · CRD 163613 · IAPD ↗ · heritagegroupusa.com · 615-665-8220

$1.21BRegulatory AUM
11Advisory reps
14Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2025 — HG CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($806.5M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.