LEONARD INVESTMENT ADVISORS INC.

Overview

Leonard Investment Advisors Inc. is an independent registered investment advisory firm that acts as a capital allocator for a mixed client base of individuals, families and institutions. The firm provides financial planning and discretionary portfolio management for individuals, small businesses and institutions, and it also selects third‑party advisers when appropriate. Its fee model includes percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements, reflecting a hybrid advisory approach that accommodates both ongoing portfolio oversight and project‑based planning work. Investment activity is heavily equity‑oriented; the firm lists a clear preference for exchange‑traded equities as its primary vehicle. Leonard Investment Advisors Inc. is structured to incorporate outside managers and third‑party funds where those allocations add diversification or specialist capabilities. The firm is not identified as an active ESG investor and does not position itself as a multi‑state adviser in its disclosures. An insurance company affiliation is noted among its industry relationships.

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Public Holdings

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Location & Offices