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| Leelyn Smith LLC
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|---|---|
| CRD # | 110517 |
| SEC # | 801-113460 |
| CIK # | 0001777817 |
| AUM | 852.3 M (2026-04-12) |
| Employees | 38 (37% Investors, 39% Brokers) |
| Fees | |
| Minimum | |
| Phone | 630-232-8995 |
| Address | 10 N Third Street Geneva, IL 60134 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 14.4 | ||
| Alphabet Inc | 11.6 | ||
| Microsoft Corp | 11.4 | ||
| Amazon Com Inc | 10.6 | ||
| Applied Materials Inc /DE | 10.0 | ||
| Apple Inc | 9.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 8.5 | ||
| KLA Tencor Corp | 8.5 | ||
| Analog Devices Inc | 7.1 | ||
| McDonalds Corp | 7.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 583 | 258.8 |
| (b) Individuals (high net worth individuals) | 216 | 588.5 |
| (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 | 0 | 3.2 |
| (h) Charitable organizations | 0 | 1.7 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,659 | 852.3 |
| By Discretionary | ||
| Discretionary | 1,658 | 852.2 |
| Non-Discretionary | 1 | 0.1 |
| Total | 1,659 | 852.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 852.3 | |
| Total | 1,659 | 852.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001777817] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 3 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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