LFG Wealth Partners, LLC
Firm details
- Headquarters
- Elizabethtown, Kentucky
- CRD number
- 331339
- Registered since
- May 31, 2024
- Website
- legatofinancial.com
- 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 advisor that works primarily with individual and family clients. The firm is structured as an LLC and became SEC-registered in 2024. It combines advisory services—financial planning and portfolio management for individuals, small businesses, and institutions—with related business activities as an insurance broker and accountant. Clients are charged either a percentage of assets under management or fixed fees. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser in its snapshot.
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 9
Jason Vander Pol
Compliance OfficerCRD 5198807
Clay Watkins
Financial PlannerCRD 6663418
Kylee Marcy
Financial AdvisorCRD 6136587
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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