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- Custodian
- Altruist · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-31-2024
- Office Locations
- 2
Office Locations
About LFG Wealth Partners, LLC
LFG Premier is a division of SEC-registered LFG Wealth Partners providing investment advisory services for collegiate and professional athletes and their families. The team focuses on helping clients build and preserve wealth and make informed investment decisions during and after sports careers, with portfolios primarily ETF-based and complemented by private funds. Custody includes Fidelity/NFS and Altruist.
Team overview
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Client Personas
CRM
Custodian
Investment Themes
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Platform
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Owner & Executives
Justin C Jenkins
Financial Professional, President
- CRD
- #6695620
- Ownership
- 75% or more
RYAN KELLY
Chief Investment Officer, President
- CRD
- #4822815
- Ownership
- Less than 5%
Quantum timber
Unison capital capital
- CRD
- #47206
- Ownership
- 31.8%
Showing 2 of 3 owners & executives
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Jeanna Clark
Client Service Specialist
- CRD
- #5336411
KYLEE BROOKE MARCY
Investment Advisor Representative
- CRD
- #6136587
Vital beacon
Catalyst atlas
- CRD
- #31797
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $190,676,829 | $207,483 |
| Non-Discretionary | $0 | -- |
| Total | $190,676,829 | $207,483 |
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Separately Managed Accounts
Total SMA Asset: $190,676,829
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,005,886,138 | 34.5% |
| Private Funds | $250,742,632 | 8.6% |
| Cash | $1,093,354,498 | 37.5% |
| U.S. Government/Agency | $565,628,727 | 19.4% |
| Total | $2,915,611,995 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER RADIAL | VALUE RADIAL | KD1LKRZN1 | DGQ | 2.55% | $86,653,665 |
| ZENITH RIDGE | BRIDGE QUANTUM | OCHJ46WT3 | FMVD | 7.02% | $89,151,823 |
| RIDGE EAGLE ZENITH | PIONEER CAPITAL | JLZQU1Z53 | NJW | 9.92% | $33,854,045 |
| FOCUS SIGNAL MERIDIAN | CAPITAL ZENITH | Q7IBGEKQS | SDJOX | 7.53% | $102,884,432 |
| FUSION CATALYST | ELEMENT PRIME | Y29DSSTX6 | SYDE | 5.19% | $82,211,926 |
| GLACIER MERIDIAN WAVE | VITAL UNISON | ANM4XMQWB | HKFK | 8.36% | $55,903,747 |
| INSIGHT ALPHA FOCUS | SIGNAL VECTOR | ZJ33S094A | FMCQI | 4.15% | $5,902,909 |
| PIONEER PRIME | LEGACY CAPITAL | DT6GJK8EM | QYDO | 4.05% | $74,008,343 |