LEDER FIDUCIARY CAPITAL LLC

RIASEC RegisteredEst. 2026
Total AUM
$121M
Discretionary
$113M
94% of AUM
Avg account
$843K
Accounts
143
Employees
1
Advisory reps
1

Firm details

Headquarters
BELLAIRE, Texas
CRD number
285490
Registered since
May 26, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI93.64%
  • Individuals4.54%
  • Pension & Profit Sharing Plans1.82%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Leder Fiduciary Capital LLC is a privately owned limited liability advisory firm that manages portfolios for both individuals/families and institutions. The firm charges fees based on a percentage of assets under management and provides portfolio management services to small businesses as well as business or institutional clients. Leder Fiduciary Capital is not registered as an active ESG investor, is structured as a single-office adviser rather than a multi-state platform, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 87%, Exchange Traded Equities 10%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, Investment Grade Corp Bonds 1%87%
  • Public Funds/Mutual Funds87%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents2%
  • Non-Exchange Traded Equities1%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • JASON LEDER

    Chief Investment OfficerCRD 2384290

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BELLAIRE, TX

HARRIS

Location

BELLAIRE, TX

Headquartered in BELLAIRE, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
6300 West Loop S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth