LEO Brokerage, LLC

Broker-DealerFINRA MemberEst. 2002

Total AUM

—

Advisory reps

14

Avg account

$0

Firm details

Headquarters: Hurst, Texas
CRD number: 109121
Registered since: January 16, 2002

Firm profile

FINTRX

Overview

LEO Brokerage, LLC is a limited liability company operating as a conventional broker-dealer and has been SEC-registered since 2002. Ownership is listed as a mix of a foreign entity and an individual. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. Public filings do not list advisory business lines, pension consulting, or related-adviser arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds55%
Exchange Traded Equities35%
Cash & Cash Equivalents10%
US Government Bonds2%

Owners & executives

2 of 2

Stephen Tally
Chief Operating OfficerCRD 3223264
Eric Katz
Chief Strategy OfficerCRD 4024339

Contacts

3 of 12

Zaphrey Williams
Independent AdvisorCRD 2443743
Ryan Vassar
Investment Adviser RepresentativeCRD 5449359
William Schultz
Managing DirectorCRD 2219862

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 154

Active vs passive

$486M in ETFs

Passive

82%

$399M

Active

16%

$87.5M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
AVANTIS US EQUITY ETF (AVUS)	Avantis	Active	Large Blend	$55.2M	734,670	11.35%

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Primary office

Hurst, TX

Tarrant

Location

Hurst, TX

Headquartered in Hurst, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area: Dallas-Fort Worth, TX-OK
Region: South
County: Tarrant
Address: 860 Airport Fwy
Time zone: CT (UTC-6)
Office locations

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