# LFG Wealth Partners, LLC

> LFG Wealth Partners, LLC is an SEC-registered investment advisory firm in Elizabethtown, KY, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 331339
- Filed as: LFG WEALTH PARTNERS, LLC
- Also doing business as: LEGATO FINANCIAL GROUP, INC., LFG PREMIER
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Elizabethtown, KY
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331339
- AdvisorCensus page: https://advisorcensus.com/firm/lfg-wealth-partners-llc-elizabethtown-ky-331339

## Quick answers

**How is LFG Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), LFG Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is LFG Wealth Partners, LLC located?**
LFG Wealth Partners, LLC's principal office is in Elizabethtown, KY, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is LFG Wealth Partners, LLC registered with the SEC or a state?**
LFG Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331339.

**How much does LFG Wealth Partners, LLC manage?**
LFG Wealth Partners, LLC reports $190,676,829 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**How have LFG Wealth Partners, LLC's assets and staff changed since 2024?**
In the Form ADV data for LFG Wealth Partners, LLC: Regulatory assets under management: $101,397,143 in the October 2024 data and $190,676,829 in the October 2026 data, up 88%. Total employees: 17 in October 2024 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does LFG Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (271); high net worth individuals (89).

**Which custodians does LFG Wealth Partners, LLC use?**
LFG Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does LFG Wealth Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331339

**Does LFG Wealth Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 9, 2026 says: "In general, LFG requires a minimum of $500,000 to open and maintain an advisory account. LFG reserves the right to waive this minimum at its discretion."

**What changed in LFG Wealth Partners, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $111,999,695 to $190,676,829 (+70%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 9, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> In general, LFG requires a minimum of $500,000 to open and maintain an advisory account. LFG reserves the right to waive this minimum at its discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $190,676,829
- Discretionary: $190,676,829
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 271 | $69,633,779 |
| High net worth individuals | 89 | $121,043,050 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 26 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, IN, KY, NH, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Louisville, KY

### Websites listed on Form ADV (Item 1.I)
- gaininginterest.com
- legatofinancialgroup.com
- legatofinangialgroup.com
- Facebook @legatofinancialgroup
- Instagram @legatofinancial
- LinkedIn @legato-financial-group
- YouTube @legatofinancialgroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $101,397,143 | 17 | September 27, 2024 |
| October 2025 | $111,999,695 | 23 | July 28, 2025 |
| October 2026 | $190,676,829 | 26 | February 9, 2026 |

Regulatory assets under management: $101,397,143 in the October 2024 data and $190,676,829 in the October 2026 data, up 88%.
Total employees: 17 in October 2024 and 26 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $111,999,695 to $190,676,829 (+70%).
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Registered or notice-filed in IL.
- No longer registered or notice-filed in TX.

### December 2025
- Registered or notice-filed in TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LFG Wealth Partners, LLC (CRD 331339): Form ADV filing data as of October 2026.