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 a corporate-structured, institutional registered investment adviser first registered with the SEC in 1999. The firm is owner-operated and focuses on institutional clients, providing portfolio management specifically for investment companies rather than individual retail investors. Its compensation model is a percentage-of-assets-under-management fee arrangement. The firm does not present itself as an active ESG investor and is not structured as a multi-state adviser or a pension consultant.

Assets & Accounts

Investments & Alternatives

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

    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