THE LEONARD FINANCIAL GROUP, LLC

Overview

The Leonard Financial Group, LLC is an independently owned registered investment adviser operating as a limited liability company. The firm serves individual and family clients as well as select institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Their stated fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, allowing flexibility across advice-only and managed-account relationships. Investment activity shows a clear tilt toward publicly traded equities as the primary portfolio sleeve. The firm manages mostly discretionary relationships, running client portfolios with a preference for exchange-traded equities. They are not positioned as a capital allocator and are not identified as an active ESG investor. Alternative exposure is limited but present, with third-party real estate allocations forming the primary alternative sleeve.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices