$120.6M Total AUM
$113.4M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Insight
- Established Date
- 11-17-2016
- Office Locations
- 1
Office Locations
6300 West Loop South Suite 280 Bellaire TX
About Leder Fiduciary Capital LLC
Leder Fiduciary Capital is a registered investment adviser providing wealth management and financial planning for individuals and entrepreneurs. The firm builds research-driven, low-cost, long-term portfolios primarily using ETFs and mutual funds, with asset allocation as the core approach. Led by CIO Jason Leder, CFA, with 29 years of investment-firm experience.
Team overview
56 AVG AGE
$120.6M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
9.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Frontier vertex Unison Signal Bridge Element Quantum crest
Client Personas
Vital
Custodian
Vertex pathway Momentum Fusion Prime North Wave legacy
Investment Themes
Oak fusion Momentum
Investment Vehicles
Prime Vital
Services
Insight frontier Crest Ridge Frontier signal Legacy insight Vector momentum Insight Summit Wave catalyst
Technology
Vital glacier
Owner & Executives
J
JASON SOLOMON LEDER
Chief Compliance Officer, Chief Investment Officer, Investment Advisor, Managing Member
- CRD
- #2384290
- Ownership
- 75% or more
(224) 450-5688
value.legacy@optimacapital.com
in linkedin.com/in/zenith-radial
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,397,835 | $798,576 |
| Non-Discretionary | $7,186,042 | $7,186,042 |
| Total | $120,583,877 | $843,244 |
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Separately Managed Accounts
Total SMA Asset: $120,583,877
Public Funds:
21.2% Equity - Exchange:
30.7% Cash:
8.5% Corporate - Investment Grade:
13.3% Equity - OTC:
26.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $846,353,679 | 21.2% |
| Equity - Exchange | $1,225,615,940 | 30.7% |
| Cash | $339,339,918 | 8.5% |
| Corporate - Investment Grade | $530,967,166 | 13.3% |
| Equity - OTC | $1,049,957,630 | 26.3% |
| Total | $3,992,234,333 | 100.0% |