LEEP ASSET MANAGEMENT, LLC

Overview

Leep Asset Management, LLC is a small, client-focused RIA that provides portfolio management primarily for individuals and small businesses. The firm’s business model is straightforward: fee-based advisory services charged as a percentage of assets under management. Its stated investment preference is equities, with a clear operational tilt toward liquid, exchange-traded instruments. Leep does not position itself as an ESG-focused manager, and it does not operate as a multi-state adviser or pension consultant. The firm is organized as an LLC and is owned at the individual level, which aligns with a boutique, hands-on advisory approach. Investment activity centers on discretionary management: the entirety of reported assets is managed on a discretionary basis, indicating advisors make ongoing portfolio decisions rather than acting only in a consultative capacity. Given the relatively small scale of the business and the client base profile, the firm appears geared toward personalized equity portfolios supplemented by exposure to mutual funds and select alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices