AUMdb

Lpg Capital Management Inc.

State-registered Insurance-Affiliated · Small ($100M–$1B) CRD 297003 · South Jordan, UT · www.lpgcm.com
☆ Save with Pro ADV data as of Mar 23, 2026
Regulatory AUM
$108M
Discretionary
$108M
Clients
340
Avg AUM / client
$317K
Accounts
815
Employees
5

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 282 $39.6M 36.8%
High net worth individuals 58 $68.1M 63.2%
Banking or thrift institutions Fewer than 5 clients — —
Pension and profit sharing plans Fewer than 5 clients — —
Charitable organizations Fewer than 5 clients — —
State or municipal government entities Fewer than 5 clients — —
Other investment advisers Fewer than 5 clients — —
Insurance companies Fewer than 5 clients — —
Sovereign wealth funds and foreign official institutions Fewer than 5 clients — —
Corporations and other businesses Fewer than 5 clients — —

People (5)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Michael L Child Registered representative Jun 2018 (8y)
Melissa Ann Child Registered representative Jul 2018 (8y)
Michael Phillip Owen Registered representative Aug 2018 (8y)
Matthew Edward Elson Registered representative May 2019 (7y)
Robert Merrill Lym Registered representative Jul 2020 (6y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/23/2026 1.2 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.

How they charge

  • • Percentage of assets under management
  • • Hourly charges

Services

  • • Financial planning services
  • • Portfolio management for individuals/small businesses
  • • Portfolio management for businesses/institutional clients

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.

View current Form ADV (SEC/IAPD) ↗