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LPG Capital Management

Updated today

Client assets under management

$107,736,484

Clients

340

17% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

68

Typical

Average account size

$316,872

About

LPG Capital Management is a state-registered advisory firm that provides discretionary investment supervisory services and written financial planning to individuals, high-net-worth clients, trusts, estates, 401(k)s, pensions, charitable organizations, corporations and other business entities. The firm manages about $108 million for roughly 340 clients and offers ongoing portfolio supervision plus optional implementation assistance for financial plans.

The firm combines fundamental and technical analysis and generally targets intermediate market trends (around three months) to rotate asset allocations among equities, fixed income, mutual funds, ETFs and, when appropriate, variable annuities or third‑party manager models. LPGCM monitors accounts continuously, uses web‑based reporting and may adjust allocations toward cash or fixed income during weaker markets rather than pursuing tax‑driven strategies.

Notable operational features in the brochure include that some investment adviser representatives conduct outside business activities as licensed insurance agents/brokers and as mortgage originators (reported to occupy limited portions of their time), that the firm accepts direct fee withdrawals from client accounts (creating deemed custody for billing purposes), and that the brochure discloses a disciplinary matter involving a firm principal with references to FINRA and IAPD for details. These compliance and affiliation disclosures, along with the firm’s use of variable annuities and non‑cash support from product providers, are elements highlighted in the ADV that may differ from many peers.

Client services

Financial planning Portfolio management

Expertise

Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting Wealth management

Fee options

Percentage

$0 - $250,000: 2.0% annually $250,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001+: 1.25% annually

Project-based

$150 per hour for financial planning

Other

Minimum fee: $100 annual account fee, may be waived at discretion of LPGCM

Main office location

LPG Capital Management

406 W. South Jordan Parkway, Suite 240

South Jordan UT 84095, United States

Number of offices

1

Most active in

Utah

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Matthew E

Series 65

South Jordan, UT

LPG Capital Management

Matthew Elson is a financial advisor at LPG Capital Management with six years of industry experience. He holds a Series 65 designation and has worked in communications management at Gold Cross Ambulance since 2019. Previously, he was employed by West Valley City for 24 years. Outside of advising, he serves as Director of Communications at Gold Cross Ambulance, managing the operations of their dispatch center. LPG Capital Management is a state-registered investment adviser managing approximately $99.7 million for about 311 clients through a five-advisor team. The firm provides discretionary portfolio management and written financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and corporate entities using model-driven portfolios that combine fundamental and technical analysis.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting Wealth management
user avatar

Michael C

Series 63, Series 66

South Jordan, UT

LPG Capital Management

Michael Child is a financial advisor at LPG Capital Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including H. Beck, Inc. and IFS Securities Inc. Outside of advisory work, he is an independent insurance agent and a mortgage loan originator. LPG Capital Management is a state-registered investment adviser managing approximately $99.7 million for over 300 clients. The firm provides discretionary portfolio management and written financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and corporations, using a model-driven approach that blends fundamental and technical analysis to identify intermediate market trends.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting Wealth management
user avatar

Michael O

Series 63, Series 66

South Jordan, UT

LPG Capital Management

Michael Owen is a financial advisor at LPG Capital Management with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Legacy Planning Group and IFS Securities Inc. since 2008. He also serves as the compliance officer at LPG Capital Management. LPG Capital Management is a state-registered investment adviser managing approximately $99.7 million for around 311 clients through a five-advisor team. The firm provides discretionary portfolio management and written financial planning to individuals, high-net-worth clients, trusts, 401(k) plans, pensions, charitable organizations, and corporate entities, using a model-driven approach that blends fundamental and technical analysis.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting Wealth management
user avatar

Melissa C

Series 65

South Jordan, UT

LPG Capital Management

Melissa Child is a financial advisor at LPG Capital Management with seven years of industry experience. She holds a Series 65 designation and has been with LPG Capital Management since 2017. Outside of her advisory role, she is the managing partner of Keltic Court LLC and Kilt Rock LLC, where she oversees property management and leasing activities. LPG Capital Management is a state-registered investment adviser managing approximately $99.7 million for around 311 clients. The firm serves individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and corporate entities, employing a model-driven investment approach that combines fundamental and technical analysis to manage diversified portfolios.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting Wealth management
user avatar

Robert L

Series 65

South Jordan, UT

LPG Capital Management

Robert Lym is a financial advisor at LPG Capital Management with a Series 65 credential and five years of industry experience. He has worked as an urgent care physician at Intermountain Healthcare since 2001. LPG Capital Management is a five-advisor team managing approximately $99.7 million for about 311 clients. The firm provides discretionary portfolio management and written financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and corporate entities, using model-driven portfolios that combine fundamental and technical analysis.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting Wealth management
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