Fee-only adviser · Urbandale, IA
3G Capital LLC
3G Capital LLC is a fee-only investment adviser registered with the securities regulator of Iowa, with its main office in Urbandale, Iowa. On its latest Form ADV, filed February 24, 2026, it reports $4.7M in regulatory assets under management, 12 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Iowa |
|---|---|
| Firm CRD number | 298280 |
| Office | 3621 Hillsdale Drive Urbandale, IA 50322 |
| Phone | (515) 299-0992 |
| Website | Not listed |
| Regulatory assets under management | $4.7M |
| Individual clients | 10 non-high-net-worth, 2 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Urbandale
- Foster Group, Inc. $4.8B
- Wilon Wealth Management $264M
- Rockway Wealth Partners $27M
See all 4 fee-only advisers in Urbandale →
Nearby
- Clive 5 firms
- Windsor Heights 1 firm
- Johnston 3 firms
- West Des Moines 10 firms
- Waukee 1 firm
- Des Moines 7 firms
- Ankeny 2 firms
- Ames 1 firm
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