CRD: 110376
Lederer & Associates Investment Counsel
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Bridge crestHorizon
- Established Date
- 02-13-1986
- Office Locations
- 1
Office Locations
About Lederer & Associates Investment Counsel
California-based Lederer & Associates Investment Counsel has managed separately managed equity, fixed-income, and balanced portfolios since 1986. The firm builds customized, tax-efficient portfolios for individuals and institutions—including trusts, foundations, and retirement plans. Client assets are held at an independent custodian (Charles Schwab). Fee-only and independent, with direct access to portfolio managers.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DARIN WYNN BEMIS
Advisor, Chief Compliance Officer
- CRD
- #2250447
- Ownership
- Less than 5%
BRIAN CHRISTOPHER BYRNE
Partner
- CRD
- --
- Ownership
- Less than 5%
Catalyst frontier
Foundation focus wave
- CRD
- #42239
- Ownership
- 21.8%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $244,306,687 | $1,783,260 |
| Non-Discretionary | $0 | -- |
| Total | $244,306,687 | $1,783,260 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $244,306,687
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,639,762,823 | 26.6% |
| U.S. Government/Agency | $1,319,207,685 | 21.4% |
| Corporate - Investment Grade | $1,202,081,769 | 19.5% |
| Cash | $2,003,469,615 | 32.5% |
| Total | $6,164,521,892 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT MATRIX CREST | VALUE SIGNAL | 6KUHLZPFL | TZXWW | 5.09% | $34,546,694 |
| FOCUS NORTH HARBOR | ATLAS RIDGE | KE6FMO10F | JAS | 8.88% | $40,494,960 |
| FRONTIER CREST | ALPHA EMBER | 1RM9AB9Y4 | CBE | 11.13% | $96,395,278 |
| PIONEER SUMMIT | ALPHA OAK | NN084PEAM | XFUKC | 3.10% | $63,092,195 |
| LEGACY NORTH | MERIDIAN ZENITH | 4D1BTZXM9 | KVZ | 8.29% | $49,937,751 |
| SUMMIT VITAL | FOCUS ELEMENT | VNGEGZQVA | KNP | 4.36% | $67,962,124 |
| INSIGHT MATRIX | FOCUS ATLAS | KWYQW5I25 | DCJE | 5.51% | $88,735,954 |
| NORTH VITAL | FOCUS PEAK | Y22FOWD82 | FJZAS | 10.87% | $57,950,058 |