Letson Investment Management, Inc.

Overview

Letson Investment Management, Inc. is an independent RIA registered with the SEC in 2024 and owned by an individual. The firm advises primarily individual and family clients and offers financial planning alongside portfolio management for individuals and small businesses. Its fees are charged as a percentage of assets under management and through hourly billing. Letson reports no active ESG investing program and does not identify as a multi-state adviser or pension consultant. Letson’s practice appears client-focused and relatively compact: it is not positioned as a capital allocator or as part of a related-adviser network. An accounting professional is listed among its industry affiliations, which suggests routine coordination with tax or accounting resources for client work.

Assets & Accounts

Public Holdings

Investments & Alternatives