Derrin Leigh LLC
Firm details
- Headquarters
- ,
- CRD number
- 308426
- Fee structure
- Percentage of AUM
- Client types
- Individuals53.41%
- HNWI46.59%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Investment Grade Corp Bonds26%
- US Government Bonds6%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Derrin Leigh
Managing PartnerCRD 4105513
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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