LEASE INVESTMENT ADVISORS

Overview

Lease Investment Advisors is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on fee-based wealth management for individuals and families, offering financial planning alongside discretionary portfolio management. Its advisory mandate covers retail clients, pooled investment vehicles and business or institutional accounts, which suggests the firm can manage single-family portfolios and act as adviser or sub-adviser to pooled structures. The firm charges clients on a percentage-of-assets-under-management basis and does not list itself as an active ESG investor, a pension consultant, or a capital allocator. Lease Investment Advisors is not classified as a multi-state adviser and is positioned as a small, closely held RIA serving a narrow client base rather than a national platform.

Assets & Accounts

Investments & Alternatives

Location & Offices