Leamnson Capital Advisory, LLC

Overview

Leamnson Capital Advisory, LLC is a small, independent registered investment adviser that serves individual and family clients with fee-based financial planning and portfolio management. The firm shows a clear tilt toward public equities as its core allocation approach, running separate account strategies that favor exchange-traded equities and ETFs. Its business model supports flexible billing — percentage of assets under management, hourly and fixed-fee arrangements — which aligns with a mix of ongoing investment management and project-based planning work for individuals and small businesses. Advisory services focus on personalized planning and portfolio oversight rather than institutional or pension consulting. The firm does not identify as an active ESG investor and appears to concentrate on straightforward equity exposure supplemented by pooled vehicles where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices