|
⚲
|
| Keyboard |
| Leeds Capital Group LLC
✚
|
|
|---|---|
| CRD # | 327004 |
| SEC # | 801-129771 |
| CIK # | |
| AUM | 179.7 M (2026-04-27) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 619-435-1210 |
| Address | 402 West Broadway San Diego, CA 92101 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 41.1 |
| (b) Individuals (high net worth individuals) | 98 | 129.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 6.6 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 475 | 179.7 |
| By Discretionary | ||
| Discretionary | 475 | 179.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 475 | 179.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 179.7 | |
| Total | 475 | 179.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kestrel Investment Management Corp
✚
|
CA | 180.0 M |
|
C2C Wealth Management LLC
✚
|
AZ | 179.8 M |
|
Stirlingshire RIA LLC
✚
|
NY | 179.8 M |
|
Bey-Douglas LLC
✚
|
GA | 179.8 M |
|
Winter & Associates Inc
✚
|
MN | 179.7 M |
|
Keen Capital Ltd
✚
|
SC | 179.7 M |
|
Rare Wolf Capital LLC
✚
|
WA | 179.6 M |
|
Allaria Asset Management LLC
✚
|
FL | 179.6 M |
|
Beers Kight Financial Advisors LLC
✚
|
SC | 179.4 M |
|
Waystone Advisors LLC
✚
|
179.3 M |