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 that serves individuals and families, offering both fee‑based AUM billing and fixed‑fee engagements. The firm provides financial planning and portfolio management for individual and small business clients, and also manages portfolios for businesses or institutional clients. Its operating footprint includes insurance brokerage and accounting services, which complement investment advice and help when implementing insurance or annuity solutions. The adviser is not positioned as a capital allocator or multi‑state fiduciary per its snapshot and does not identify as an active ESG investor.
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 2
Justin Jenkins
Chief Executive OfficerCRD 6695620
Ryan Kelly
Chief Investment OfficerCRD 4822815
Contacts
3 of 8
Maverick 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 38Active vs passive
$33.3M in ETFs
81%
$27.1M
16%
$6.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| YIELDMAX(R) NVDA OPTION INCOME STRATEGY ETF (NVDY) | YieldMax | Active | Derivative Income | $3.5M | 283,793 | 10.60% |
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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