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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Capital
- Established Date
- 08-12-2013
- Office Locations
- 2
Office Locations
About Leconte Wealth Management, LLC
LeConte Wealth Management is a Tennessee RIA (Maryville and Nashville) delivering “Purpose-Built Planning” that integrates financial planning, insurance and investment strategy under one team. Using independent research, risk analysis tools and a disciplined framework, the firm aims to reduce emotion and bias in client decisions. Serves individuals (including retirees) and select institutional clients, implementing portfolios across ETFs, mutual funds and fixed income; custodies at Schwab.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HOY CARTER GRIMM
Financial Advisor, General Partner, Managing Member
- CRD
- #1565185
- Ownership
- 25% but less than 50%
KEVIN A. PAINTER
Chief Compliance Officer, Director, Managing Member
- CRD
- #4332055
- Ownership
- 25% but less than 50%
Zenith meridian
Element vector
- CRD
- #60715
- Ownership
- 26.5%
Showing 2 of 4 owners & executives
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Bryan MCELYEA BELEW
Client Adviser
- CRD
- #8069625
Beau Scott Bushong
Client Adviser
- CRD
- #8237376
Delta legacy
Alpha summit oak
- CRD
- #92552
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $346,185,046 | $396,546 |
| Non-Discretionary | $663,968 | $663,968 |
| Total | $346,849,014 | $396,852 |
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Separately Managed Accounts
Total SMA Asset: $346,849,014
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $526,145,169 | 11.5% |
| Public Funds | $1,011,113,760 | 22.1% |
| Municipal Bonds | $677,125,957 | 14.8% |
| Corporate - Investment Grade | $494,118,942 | 10.8% |
| Cash | $521,569,994 | 11.4% |
| Equity - OTC | $301,961,575 | 6.6% |
| Other | $288,236,049 | 6.3% |
| Other | $754,903,939 | 16.5% |
| Total | $4,575,175,385 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL SIGNAL | VALUE EMBER | EGPQCCW14 | KFI | 2.89% | $1,311,994 |
| BRIDGE TIMBER | EMBER PRIME | WR38IGQT9 | UVG | 5.09% | $113,312,748 |
| VITAL FOCUS | VECTOR PATHWAY | ZU1G4PGTH | DDS | 8.69% | $13,226,839 |
| ALPHA VITAL | BRIDGE GLACIER | TKDFK5D6X | KUL | 11.20% | $91,864,645 |
| ELEMENT WAVE | MOMENTUM ZENITH | JXPSEFQOB | NPTP | 1.69% | $96,883,565 |
| GLACIER RADIAL | SIGNAL QUANTUM | Y8L3K28W7 | ATKE | 8.95% | $107,062,245 |
| HORIZON FOCUS | NORTH LEGACY | 75ZBLYNBX | AES | 1.16% | $10,685,658 |
| FUSION GLACIER MOMENTUM | LEGACY NORTH | H4CPHVF8U | FGUNW | 2.36% | $20,449,660 |