LFG Wealth Partners provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 251–500 clients last fiscal year.
LFG Wealth Partners reports 360 clients. They include 271 individual clients and 89 high-net-worth individuals. Of its assets, 100.0% ($191M across 919 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 37% |
| High-net-worth individuals | 25% | 63% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 271 | $69.6M | 36.5% | $257K |
| High-net-worth individuals | 89 | $121M | 63.5% | $1.36M |
| Total | 360 | $191M | 100% | $530K |
- Clients
- 271
- Regulatory AUM
- $69.6M
- AUM share
- 36.5%
- Avg. per client
- $257K
- Clients
- 89
- Regulatory AUM
- $121M
- AUM share
- 63.5%
- Avg. per client
- $1.36M
Total
- Clients
- 360
- Regulatory AUM
- $191M
- AUM share
- 100%
- Avg. per client
- $530K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
LFG Wealth Partners charges 1.00%–1.50% a year for its Model Portfolios and Direct Asset Management Services. The fee is billed in arrears. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- ERISA Retirement Plan Services
- Retirement plan services to ERISA plan sponsors are charged an annual fee of 0.5%, billed as the recordkeeper's schedule provides.
Justin Jenkins owns 75% or more of LFG Wealth Partners. The leadership team of LFG Wealth Partners includes President Justin Jenkins, Chief Investment Officer Ryan Kelly and Chief Compliance Officer Jason Vander Pol. It has 26 employees, 7 of them in advisory roles.
Staff
- 26 employees
- 7 in advisory functions
- 7 state-registered reps
- 8 insurance agents
- Owns 75% or more of LFG Wealth Partners, LLC
Justin Jenkins
Control person · since March 2024
LFG Wealth Partners’ regulatory assets grew Infinity× from $0 (May 2024) to $191M (February 2026); employees rose from 17 to 26.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $191M | 360 | 26 | 2 |
| Jul 2025July 2025 | $112M | 284 | 23 | 2 |
| May 2024May 2024 | $0 | 0 | 17 | 2 |
Besides its headquarters, LFG Wealth Partners has 1 office, with 2 listed addresses in 1 state.
Kentucky · 2 listed addresses
- 2905 Ring Road, ElizabethtownHQ
- 10200 Forest Green BLVD, Louisville
Other business names
LFG Wealth Partners has reported 2 other business names to the SEC.
- LFG Premier
- Legato Financial Group, Inc.
Contact and registration details
- Legal name
- LFG Wealth Partners, LLC
- Headquarters
- 2905 Ring Road, Elizabethtown, KY 42701
- Website
- Not reported
- Phone
- 877-573-2043
- SEC file
- 801-130411
- Structure
- Kentucky LLC
- Fiscal year end
- December
LFG Wealth Partners’ named custodians for separately managed accounts are Fidelity ($119M, 62%) and Altruist ($71.9M, 38%). LFG Wealth Partners does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $119M62%
- AltruistAltruist Financial LLC · Culver City, CA · $71.9M38%
At year end, LFG Wealth Partners’ separately managed accounts were mostly in stocks (75%) and funds (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $213M across 98 positions; the largest are Alphabet Inc. (6.0%), Nvidia Corporation (5.5%) and Amazon Com Inc. (5.4%).
What the accounts hold
- Stocks75%
- Funds20%
- Bonds2%
- Cash5%
How many clients does LFG Wealth Partners have?
LFG Wealth Partners has 360 clients and manages $191 million for them, as of February 2026. They include 271 individual clients and 89 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 February 2026
What services does LFG Wealth Partners offer?
LFG Wealth Partners provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does LFG Wealth Partners charge?
LFG Wealth Partners charges 1.00%–1.50% a year for its Model Portfolios and Direct Asset Management Services. The fee is billed in arrears.
Source: LFG WEALTH PARTNERS, LLC ADV PART 2A FIRM BROCHURE, filed 9 February 2026
Which custodians does LFG Wealth Partners use?
LFG Wealth Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $119M and Altruist Financial LLC (Culver City, CA), with $71.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 February 2026
How many financial advisors does LFG Wealth Partners have?
LFG Wealth Partners has 7 investment adviser representatives registered with state securities authorities, out of 26 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does LFG Wealth Partners invest in?
At the end of its last fiscal year, LFG Wealth Partners’ separately managed accounts held 75% exchange-traded equities, 20% pooled vehicles (private funds and similar), 5% cash and equivalents and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns LFG Wealth Partners?
LFG Wealth Partners’ direct owner is Justin Jenkins (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 February 2026
How does LFG Wealth Partners get paid?
LFG Wealth Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact LFG Wealth Partners?
LFG Wealth Partners’ main office is at 2905 Ring Road, Elizabethtown, KY 42701. Its phone number is 877-573-2043.
