Derrin Leigh LLC

RIASEC Registered
Total AUM
$29M
Discretionary
$29M
100% of AUM
Avg account
$136K
Accounts
213
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
308426
Fee structure
Percentage of AUM
Client types
  • Individuals53.41%
  • HNWI46.59%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Derrin Leigh LLC is a small, owner-operated advisory firm that focuses on discretionary portfolio management for individuals, families and small business owners. The firm runs a predominantly equity-oriented strategy, using exchange-traded securities as the primary building blocks of client portfolios. Its business model is fee-based (percentage of AUM) and geared toward direct management of client accounts rather than serving institutional pension or consulting mandates. Derrin Leigh LLC does not position itself as an active ESG investor and operates from a single-state footprint. Investment practice appears pragmatic and concentrated: the firm leans on liquid, publicly traded equities and mutual funds for core exposure, and supplements that core with allocations to real estate as its main alternative sleeve. Given the modest scale of assets and a largely discretionary book, the advisor likely emphasizes personalized allocation and tax-aware execution for individual clients rather than large-scale institutional product use.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 69%, Investment Grade Corp Bonds 26%, US Government Bonds 6%, Cash & Cash Equivalents 5%69%
  • Exchange Traded Equities69%
  • Investment Grade Corp Bonds26%
  • US Government Bonds6%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Derrin Leigh

    Derrin Leigh

    Managing PartnerCRD 4105513

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth