Leader Capital Corp.
Firm details
- Headquarters
- Vancouver, Washington
- CRD number
- 46206
- Registered since
- July 16, 1999
- Website
- www.leadercapital.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
John Lekas
President, CEOCRD 1411663
Contacts
1 of 1Candy Lee Dillon
Operations ManagerCRD 4408183
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Martel Wealth Advisors, LLC
RIAVancouver, WA
Synergy Asset Management, LLC
RIAVancouver, WA
Sloy, Dahl & Holst, LLC
RIAVancouver, WA
Baker Ellis Asset Management LLC
RIAVancouver, WA
First Pacific Financial, Inc.
RIAVancouver, WA
Johnson Bixby
RIAVancouver, WA