LE Capital Management LLC

RIASEC Registered
Total AUM
$14.8M
Discretionary
$14.8M
100% of AUM
Avg account
$1.3M
Accounts
11
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
328261
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

LE Capital Management LLC is a small, fee-based registered investment adviser organized as an LLC that provides discretionary portfolio management for individuals and small businesses. The firm’s stated emphasis is on equity investing, using exchange-traded equities and ETFs as the primary vehicles for implementing client strategies. It operates with an individual-owner structure and focuses on direct portfolio management rather than running pooled funds or acting as a capital allocator. Mandates appear concentrated and custom: the adviser manages a handful of high-balance clients with fully discretionary authority, constructing portfolios that favor liquid, tradable equity exposures. The firm does not position itself as an ESG specialist, pension consultant, multi-state adviser or a family office; its business activity centers on traditional wealth management and portfolio oversight for private clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Cuong Le

    OwnerCRD 7812252

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth