Michael Phillip Owen

Employer firm

LPg Capital Management CRD 297003

$108M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2008 → 07/2018
  H. Beck, Inc.
  Rockville, MD
• 03/2008 → 10/2018
  Legacy Planning Group
  Draper, UT
• 08/2016 → 11/2017
  Lone Peak Capital Management, Llc
  Draper, UT
• 07/2018 → 11/2019
  Ifs Securities Inc.
  Atlanta, GA
• 07/2018 → Present
  Lpg Capital Management, Inc.
  South Jordan, UT
• 09/2021 → 12/2021
  Transitional Broker
  Draper, UT

Previous Registrations

• 2008-11-24 → 2018-10-26
  Legacy Planning Group
  Draper, UT
• 2017-01-30 → 2018-07-31
  Lone Peak Capital Management, Llc
  Draper, UT
  Midvale, UT

Other Businesses

LPG Capital Management, INC - RIA POSITION: Compliance Officer NATURE: Investment-Related INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2018 ADDRESS: 406 W. South Jordan Parkway, Suite 240, South Jordan, Utah, 84095, United States DESCRIPTION: Manage and service investments. See ADV II for complete description of fees and services. I also handle the compliance aspects for the RIA

Exams

• S66 Uniform Combined State Law Examination
  2008-03-28
• S63 Uniform Securities Agent State Law Examination
  1998-10-21

Other Names

• Michael Phillip Owen
• Michael Owen