Leisure Capital Management, Inc.
Firm details
- Headquarters
- Costa Mesa, California
- CRD number
- 120374
- Registered since
- August 28, 2002
- Website
- www.leisurecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI83.25%
- Individuals13.49%
- Charitable Organizations3.26%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Leisure Capital Management, Inc. is an independent registered investment adviser that has been SEC-registered since 2002. The firm acts as a capital allocator and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. Compensation is primarily a percentage of assets under management, with hourly charges used for some engagements. Leisure Capital Management identifies as an active ESG investor and was named to Forbes’ "America's Top RIA Firms" list in 2023.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities25%
- Investment Grade Corp Bonds8%
- US Government Bonds6%
- State & Local Bonds6%
Contacts
3 of 7
Raymond Robinson
Principal and Portfolio ManagerCRD 5308038
Eric Shute
Investment AnalystCRD 6256163
Patrick Maxwell
Senior Investment OfficerCRD 6384108
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$82.4M in ETFs
51%
$42.4M
48%
$40.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| HARBOR LONG-TERM GROWERS ETF (WINN) | Harbor | Active | Large Growth | $18.6M | 571,337 | 22.50% |
Location
Costa Mesa, CA
Orange
Location
Costa Mesa, CA
Headquartered in Costa Mesa, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 650 Town Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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