A complete list of active advisors currently associated with LPG Capital Management
Warmer can help you find a great advisor at LPG Capital Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at LPG Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
South Jordan, UT
| 7
| |
South Jordan, UT
| 27
| |
South Jordan, UT
| 7
| |
South Jordan, UT
| 5
| |
South Jordan, UT
| 25
|
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