Leamnson Capital Advisory, LLC

Overview

Leamnson Capital Advisory, LLC is an independent Registered Investment Adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and discretionary portfolio management for individuals and small businesses. Its billing options include percentage-of-AUM fees as well as hourly and fixed-fee arrangements, which supports both ongoing asset management relationships and project-based planning work. The adviser does not identify as an active ESG investor, and it is not positioned as a capital allocator, pension consultant, or related-adviser vehicle.

Assets & Accounts

Public Holdings

Investments & Alternatives