Leelyn Smith, LLC

RIASEC RegisteredEst. 2018

Total AUM

$852M

Discretionary

$852M

100% of AUM

Avg account

$514K

Accounts

1,659

Employees

Advisory reps

Firm details

Headquarters: Geneva, Illinois
CRD number: 110517
Registered since: June 14, 2018
Website: www.leelynsmith.com
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI69.05%
Individuals30.37%
Pension & Profit Sharing Plans0.38%
Charitable Organizations0.2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Leelyn Smith, LLC is an independent registered investment adviser formed as an LLC and operating as a capital allocator for individual and family clients. The firm has been SEC-registered since 2018 and is owned by an individual. It offers a mix of fee arrangements — percentage of assets under management, hourly charges, fixed fees and other fee types — and provides financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, manager selection, and educational seminars or workshops. The firm does not characterize itself as an active ESG investor and is not flagged as a multi-state adviser in the snapshot data. As a capital allocator, Leelyn Smith, LLC sources outside managers and funds to implement portions of client portfolios and maintains an industry affiliation with an accountant.