James Lundgren
Hg Capital Advisors · Houston, Texas
James Lundgren is a fee-only financial advisor at Hg Capital Advisors in Houston, Texas. James focuses on retirement planning. Hg Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Hg Capital Advisors |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $16.2M across 191 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2155757 |
| Exams passed | Series 63 (1991) · Series 65 (1996) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.hgadvisors.com |
How James's firm compares
- Hg Capital Advisors's average account is about $85,000, from its Form ADV (assets managed divided by 191 accounts).
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Questions about James
Is James Lundgren a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Hg Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Hg Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Lundgren based?
James Lundgren is based in Houston, Texas.
What does James specialize in?
James's specialties include retirement planning.
Is James Lundgren registered with the SEC?
Yes. James Lundgren is registered as an investment adviser representative in TX (CRD 2155757), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hg Capital Advisors manage?
Hg Capital Advisors reports $16.2M across 191 accounts in assets under management.
How do I contact James Lundgren?
Through James's website, www.hgadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Other advisors in Texas who focus on retirement planning
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Hg Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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