Overview
Assets Under Management: $722 million
Headquarters: GENEVA, IL
High-Net-Worth Clients: 168
Average Client Assets: $3 million
Frequently Asked Questions
LEELYN SMITH, 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 #110517), LEELYN SMITH, LLC is subject to fiduciary duty under federal law.
LEELYN SMITH, LLC is headquartered in GENEVA, IL.
LEELYN SMITH, LLC serves 168 high-net-worth clients according to their SEC filing dated December 19, 2025. View client details ↓
According to their SEC Form ADV, LEELYN SMITH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
LEELYN SMITH, LLC manages $722 million in client assets according to their SEC filing dated December 19, 2025.
According to their SEC Form ADV, LEELYN SMITH, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 168
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.89
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,539
Discretionary Accounts: 1,538
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 110517
Filing ID: 2033686
Last Filing Date: 2025-12-19 09:54:01
Website: 4