L
CRD: 328261
LE Capital Management LLC
Orlando, FL
3145631102
$14.8M Total AUM
$14.8M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-16-2024
- Office Locations
- 1
Office Locations
-- Orlando FL
About LE Capital Management LLC
LE Capital Management LLC is a Orlando-based RIA. The firm has been operating for 2 years. Managing $14.8M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$14.8M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Investment Themes
Meridian Peak
Investment Vehicles
Legacy timber Meridian
Services
Foundation ridge Vertex focus North pathway
Owner & Executives
C
Cuong Viet Le
Owner
- CRD
- #7812252
- Ownership
- 75% or more
(920) 618-2333
insight.meridian@quantumcapital.com
in linkedin.com/in/bridge-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,771,279 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,771,279 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,771,279
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,985,095,117 | 100.0% |
| Total | $1,985,095,117 | 100.0% |