Overview
Assets Under Management: $152 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 86
Average Client Assets: $1 million
Frequently Asked Questions
LEEDS CAPITAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327004), LEEDS CAPITAL GROUP, LLC is subject to fiduciary duty under federal law.
LEEDS CAPITAL GROUP, LLC is headquartered in SAN DIEGO, CA.
LEEDS CAPITAL GROUP, LLC serves 86 high-net-worth clients according to their SEC filing dated February 24, 2025. View client details ↓
According to their SEC Form ADV, LEEDS CAPITAL GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
LEEDS CAPITAL GROUP, LLC manages $152 million in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, LEEDS CAPITAL GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.89
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 432
Discretionary Accounts: 432
Regulatory Filings
CRD Number: 327004
Last Filing Date: 2025-02-24 00:00:00
Website: https://stirlingfinancialgroup.com