First Capital Advisors Group, LLC

First Capital Advisors Group, LLC is a financial advisory firm established in 2015. The firm offers services such as financial planning, investment management, retirement rollovers, investment consulting, and other advisory services. Clients can expect a comprehensive financial plan tailored to their individual needs, with specific recommendations to improve financial efficiency and increase net worth. Investment management services are personalized to meet each client's objectives, with the option for clients to impose restrictions at any time. The firm also assists with retirement income planning, education planning, insurance review, and tax planning. For investment management services, the firm charges an annual fee of up to 1.50% of managed assets, with additional sub-advisory fees for certain client assets managed by Skyview Investment Partners, LLC. The minimum account size for investment management services is generally $250,000, with a quarterly fee of $250 for accounts falling below this threshold. The firm may aggregate trade orders for best execution and periodically reviews client accounts, providing quarterly investment summary reports. Clients have the option to grant discretionary authority for trading or choose non-discretionary services, where the Adviser consults with clients before making any investment decisions. The firm also assists with retirement plan asset selection and monitoring. First Capital Advisors Group, LLC does not charge performance-based fees and has not been subject to legal or disciplinary actions in the past. The firm's financial information indicates stability and no impairments to meeting client commitments.