LEAFHOUSE FINANCIAL ADVISORS, LLC

RIASEC RegisteredEst. 2013

Total AUM

$24.1B

Discretionary

$21.2B

88% of AUM

Avg account

$5.7M

Accounts

4,247

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 149694
Registered since: November 18, 2013
Website: www.leafhouse.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans83.89%
State / Municipal Government13.88%
Pooled Investment Vehicles2.17%
HNWI0.03%
Individuals0.03%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Leafhouse Financial Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC (SEC registration since 2013). The firm acts as a hybrid adviser and capital allocator, combining portfolio management and financial planning for individuals, families and institutional clients with insurance brokerage activity and pension consulting. Its advisory services span individual and small-business portfolio management, management of pooled investment vehicles, selection of third‑party advisers, and educational seminars. Leafhouse bills clients on a mix of percentage-of-AUM, hourly and fixed-fee arrangements. The firm identifies as an active ESG investor and was recognized on FA Magazine’s Top RIA Firms list in 2020.