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- Custodian
- UBS
- Clients
- Retail
- Platforms
- Meridian catalyst
- Established Date
- 06-01-2018
- Office Locations
- 1
Office Locations
About LPG Capital Management
LPG Capital Management is a Utah-based RIA providing fiduciary, client-centered advice with integrated financial planning and portfolio management. The team emphasizes value-oriented investing and risk management, tailoring asset allocation to each client’s goals and risk tolerance. Its managed portfolios are ETF-centric and the firm supports entrepreneurs and multi-generation wealth planning; UBS is a listed custodian.
Team overview
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Owner & Executives
Michael L Child
Director, Owner
- CRD
- #3128249
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Melissa Ann Child
Program Director
- CRD
- #6746385
Matthew Edward Elson
--
- CRD
- #7113748
Eagle legacy
Insight oak
- CRD
- #49738
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,736,484 | -- |
| Non-Discretionary | $0 | -- |
| Total | $107,736,484 | -- |
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Separately Managed Accounts
Total SMA Asset: $107,736,484
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $184,357,433 | 50.8% |
| Cash | $143,711,700 | 39.6% |
| U.S. Government/Agency | $34,839,200 | 9.6% |
| Total | $362,908,333 | 100.0% |