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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-29-2015
- Office Locations
- 1
Office Locations
About Lefleur Financial
LeFleur Financial is a fee-only fiduciary RIA in Jackson, MS serving business owners, retirees, and high earners with integrated financial and tax planning. Founder Josh Norris (CPA, CFP, CFA) brings deep tax and investment expertise from a prior Ernst & Young career. Portfolios are implemented primarily with public funds and held at Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 32 clients, or 32 clients per representative. That equates to $724.2K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on January 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Client Personas
- Custodian
- Services
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Owner & Executives
JOSHUA LEE NORRIS
Managing Member
- CRD
- #6431628
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,173,895 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,173,895 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Lefleur Financial has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.