Lpg Capital Management Inc.
State-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 297003
· South Jordan, UT
· www.lpgcm.com
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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 type | Clients | AUM | % 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| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| 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)
| Form | Period | Size | |
|---|---|---|---|
| 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) ↗