LFG WEALTH PARTNERS, LLC
Firm details
- Headquarters
- ELIZABETHTOWN, Kentucky
- CRD number
- 331339
- Registered since
- May 31, 2024
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.48%
- Individuals36.52%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
LFG Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves individual and family clients, offering financial planning and discretionary portfolio management for both households and small businesses, and it can also manage assets for business or institutional clients. Its advisory model charges either a percentage of assets under management or fixed fees. In addition to investment advice, the firm conducts insurance brokerage and accounting activities and lists affiliations with both accounting and insurance organizations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Private Funds20%
- Cash & Cash Equivalents5%
- US Government Bonds2%
Owners & executives
2 of 2Justin Jenkins
Chief Executive OfficerCRD 6695620
RYAN KELLY
Chief Investment OfficerCRD 4822815
Contacts
3 of 8MAVERICK MELTON
Financial AdvisorCRD 7726824
Patrick Rumoro
Financial AdvisorCRD 7311485
CLAY WATKINS
Financial PlannerCRD 6663418
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$25.5M in ETFs
79%
$20.1M
16%
$5.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON B-BBB CLO ETF (JBBB) | Janus Henderson | Active | Bank Loan | $3M | 64,852 | 11.85% |
Location
ELIZABETHTOWN, KY
HARDIN
Location
ELIZABETHTOWN, KY
Headquartered in ELIZABETHTOWN, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- HARDIN
- Address
- 2905 Ring Rd
- Time zone
- CT (UTC-6)
- Office locations
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