L
CRD: 157113
Leamnson Capital Advisory, LLC
Leland, NC
7039277515
$15.4M Total AUM
$15.4M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-05-2011
- Office Locations
- 1
Office Locations
-- Leland NC
About Leamnson Capital Advisory, LLC
Leamnson Capital Advisory, LLC is a Leland-based RIA. The firm has been operating for 15 years. Managing $15.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and RBC. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$15.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
15.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Asset Classes
Quantum
Client Personas
Capital
Investment Themes
Fusion vital
Investment Vehicles
Legacy momentum Matrix pathway
Services
Vital bridge Summit unison Alpha Momentum north
Owner & Executives
G
GEORGE FREDERICK LEAMNSON JR
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #1727959
- Ownership
- 75% or more
(586) 970-3220
oak.north@crestcapital.com
in linkedin.com/in/legacy-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,388,636 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,388,636 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,388,636
Equity - Exchange:
22.6% Public Funds:
30.7% Cash:
31.2% Other:
15.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,002,606,425 | 22.6% |
| Public Funds | $2,720,354,746 | 30.7% |
| Cash | $2,764,660,198 | 31.2% |
| Other | $1,373,469,009 | 15.5% |
| Total | $8,861,090,378 | 100.0% |