Leonard Advisory Group LLC

Overview

Leonard Advisory Group LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It operates as a capital allocator and charges clients via a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm reports an affiliation with an insurance company and does not identify as an active ESG investor. Its advisory mix and service menu indicate direct client-facing wealth management combined with third-party manager selection for certain exposures.

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Public Holdings

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Location & Offices