Leelyn Smith, LLC

RIASEC Registered

Total AUM

$852M

Discretionary

$852M

100% of AUM

Avg account

$514K

Accounts

1,659

Employees

Advisory reps

Firm details

Headquarters: Geneva, Illinois
CRD number: 110517
Registered since: June 14, 2018
Website: www.leelynsmith.com
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI69.05%
Individuals30.37%
Pension & Profit Sharing Plans0.38%
Charitable Organizations0.2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Leelyn Smith, LLC is an independent Registered Investment Adviser organized as a limited liability company. The firm is registered with the SEC (registered in 2018) and is owned by an individual. Its primary client focus is individuals and families, and it operates as a capital allocator — placing client capital with third‑party managers in addition to managing portfolios directly. Fee arrangements include percentage‑of‑AUM billing alongside hourly, fixed, and other fee structures. Advisory services emphasize financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, selection of other advisers, and educational seminars or workshops. Leelyn Smith reports an industry affiliation with an accountant. The firm does not identify as an active ESG investor.