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, SEC-registered advisory firm (registered in 2002) that serves both individual/family clients and institutional accounts. The firm operates as a capital allocator and provides portfolio management for individuals, small businesses, and institutions; it also offers pension consulting and selects other advisers as part of its service set. Fee arrangements include percentage-of-AUM billing as well as hourly charges. Leisure Capital reports being an active ESG investor and maintains an ownership structure described as a domestic entity with individual ownership. The firm 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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$85.4M in ETFs
50%
$43.1M
49%
$42.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| HARBOR LONG-TERM GROWERS ETF (WINN) | Harbor | Active | Large Growth | $19.8M | 576,520 | 23.16% |
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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