LEADER CAPITAL CORP.

RIASEC RegisteredEst. 1999
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$705M
Accounts
2
Employees
2
Advisory reps
2

Firm details

Headquarters
VANCOUVER, Washington
CRD number
46206
Registered since
July 16, 1999
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Leader Capital Corp. is an institutional-facing advisory corporation that provides portfolio management services for investment companies. The firm operates under a percentage-of-assets fee model and has focused, mandate-driven relationships rather than a broad retail client base. It is not positioned as an ESG-focused manager, and its public filings classify it as an unclassified adviser with an individual owner. Leader Capital Corp. registered with the SEC in 1999 and does not list related-adviser or pension-consultant activities. Given its stated activity—portfolio management for investment companies—the firm’s investment work is likely governed by the specific mandates and prospectus constraints of the institutional vehicles it serves. With a very small number of clients, allocations and manager-level decisions are probably tailored to each client’s objectives and risk limits rather than being directed by a single, mass-market model.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JOHN LEKAS

    President, CEOCRD 1411663

Contacts

1 of 1
  • CANDY LEE DILLON

    Operations ManagerCRD 4408183

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

VANCOUVER, WA

CLARK

Location

VANCOUVER, WA

Headquartered in VANCOUVER, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
CLARK
Address
315 W Mill Plain Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth