LEISURE CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- COSTA MESA, California
- CRD number
- 120374
- Registered since
- August 28, 2002
- Website
- www.leisurecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI83.25%
- Individuals13.49%
- Charitable Organizations3.26%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Leisure Capital Management, Inc. is a privately held investment adviser that has been SEC-registered since 2002. The firm serves both individual/family and institutional clients, providing portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of third‑party advisers. Leisure operates as a capital allocator and charges clients by a percentage of assets under management as well as by hourly fees. The firm identifies as an active ESG investor and was named to Forbes’ "America’s Top RIA Firms" list in 2023.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds51%
- Exchange Traded Equities25%
- Investment Grade Corp Bonds8%
- US Government Bonds6%
- State & Local Bonds6%
Contacts
3 of 8GIDEON BERNSTEIN
Financial AdvisorCRD 2530560
JEANNE PEPPER
CRD 6460304
ANNE LEISURE
CRD 6459782
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$78.1M in ETFs
62%
$48.3M
38%
$29.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $14.8M | 578,955 | 19.02% |
Location
COSTA MESA, CA
ORANGE
Location
COSTA MESA, CA
Headquartered in COSTA MESA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 650 Town Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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