Leppla Capital Management LLC

Overview

Leppla Capital Management LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual principal. The firm serves both high-net-worth individuals and families as well as institutional and business clients, offering financial planning, portfolio management for individuals/small businesses and for businesses/institutions, and educational seminars. Its business activities list “law firm,” which may reflect the principal’s background or a client niche. Investment activity is centered on equity-oriented strategies: the firm’s reported preference is equities and exchange-traded instruments are the dominant holding type. Leppla Capital charges a mix of percentage-of-AUM and fixed fees and manages client relationships on a discretionary basis. It does not identify as an active ESG investor.

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Public Holdings

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Location & Offices