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Investment Leadership, LLC

Investment Leadership, LLC. CRD 167352

Investment Leadership, LLC logo

CRD: 167352

Investment Leadership, LLC

Forest, VA, 24551
4345255250
$86.4M Total AUM
$85.3M Disc. AUM
-- 3Y CAGR
4 Employees
127 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Morgan Stanley
Clients
Retail and Institutional
Platforms
Momentum northHorizon legacy +more
Established Date
05-17-2013
Office Locations
1

Office Locations

14805 Forest Road Suite 226 Forest VA

About Investment Leadership, LLC

Investment Leadership, LLC is a Virginia- and Maryland-registered RIA providing conservative, responsible portfolio management and proactive financial planning. The firm helps clients define goals such as retirement sustainability, education funding, income needs, and legacy planning, then builds strategies to match. A proprietary review of key planning documents drives action-focused recommendations, with mobile-friendly service for remote meetings; portfolios commonly use public funds and ETFs.

Team overview

-- AVG AGE
$21.6M AVG AUM / ADVISOR
$680.1K AVG AUM / CLIENT
9.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
2 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Horizon Bridge Fusion vertex Ember peak

Custodian

Horizon Delta

Investment Themes

Wave pathway Vital timber Delta

Investment Vehicles

Element vital Momentum

Services

Capital Pioneer unison Element Vector Eagle Atlas Pathway Value delta

Technology

Delta pathway Glacier matrix Beacon

Owner & Executives

GERARD EDWIN SWIENTON

GERARD EDWIN SWIENTON

Chief Compliance Officer, Managing Partner

CRD
#1424932
Ownership
75% or more
(454) 858-4263
oak.wave@elementcapital.com
in linkedin.com/in/momentum-delta

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Contacts

L

Laura Ann O'Neil

--

CRD
#7258958
(910) 391-6727
meridian.signal@horizoncapital.com
in linkedin.com/in/signal-element

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $85,343,845 --
Non-Discretionary $1,028,180 --
Total $86,372,025 --

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Separately Managed Accounts

Total SMA Asset: $86,372,025

$86.4M Total SMA
Public Funds:
24.1%
Equity - Exchange:
7.5%
Cash:
27.5%
Other:
34.0%
Municipal Bonds:
6.9%
Asset class Assets Assets %
Public Funds $996,174,691 24.1%
Equity - Exchange $310,012,871 7.5%
Cash $1,136,713,859 27.5%
Other $1,405,391,680 34.0%
Municipal Bonds $285,211,839 6.9%
Total $4,133,504,940 100.0%

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