LEEB CAPITAL MANAGEMENT, INC.

Overview

Leeb Capital Management, Inc. is a small, privately owned advisory firm that manages portfolios for individuals and small businesses. The firm has been SEC-registered since 1967 and charges clients on a percentage-of-AUM basis. Its advisory activity is focused on discretionary portfolio management for individual and family clients rather than institutional mandates. Leeb Capital identifies equities as its primary investment preference and is not positioned as an ESG-focused investor. The firm does not describe itself as a capital allocator; instead it implements portfolios directly for clients and uses third-party managers for certain alternative exposures. Leeb Capital is set up as a corporation with individual ownership and maintains multiple physical locations across two states while not designating itself as a multi-state adviser in its snapshot data.

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Location & Offices