LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.

Overview

Leonard Rickey Investment Advisors, P.L.L.C. is an independent, SEC‑registered RIA that acts as a capital allocator for both individual & family and institutional clients. The firm combines fee models—percentage of AUM, hourly and fixed fees—to deliver financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisers. Filings indicate a clear preference for equity-based solutions delivered primarily through exchange‑traded instruments, with a practical tilt toward broad-market exposures rather than active ESG mandates (the firm is not an active ESG investor). Investment activity centers on using ETFs as the core building blocks for client portfolios, supplemented by selective individual equity positions and mutual funds. The adviser appears to position portfolios around liquid, exchange-traded equities for efficiency and transparency, while retaining the flexibility to engage outside managers or other advisers when needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices