LPG Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$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
$150 per hour for financial planning
Minimum fee: $100 annual account fee, may be waived at discretion of LPGCM
Main office
406 W. South Jordan Parkway, Suite 240
South Jordan UT 84095
Advisors at this office
5
Most active in
Utah
Also doing business as
Lpg Capital Management · Lpg Capital Management Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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