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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Atlas
- Established Date
- 08-21-1995
- Office Locations
- 27
Office Locations
About Leigh Baldwin & Co., LLC
Leigh Baldwin & Co., LLC is a Cazenovia, NY-based investment firm serving retail and institutional clients with financial planning, portfolio construction and asset management, including insurance and estate-planning support. Investment approach emphasizes active management, asset allocation and risk management using ETFs and mutual funds. Member FINRA/SIPC with a multi-office footprint across many states.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LEIGH DOUGLAS BALDWIN
Chief Financial Officer, Managing Member, Owner, President
- CRD
- #1895333
- Ownership
- 75% or more
STEFANIE LEE DOROZYNSKI
Advisor, Chief Compliance Officer
- CRD
- #4899201
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BARBARA ANN ARNDT
Managing Member
- CRD
- #2623171
JOHN ERIC ARRINGTON
Chief Compliance Officer, Investment Advisor
- CRD
- #2168202
Matrix meridian
North quantum
- CRD
- #67493
Showing 2 of 66 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $290,629,757 | $294,756 |
| Non-Discretionary | $0 | -- |
| Total | $290,629,757 | $294,756 |
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Separately Managed Accounts
Total SMA Asset: $290,629,757
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $242,621,246 | 16.0% |
| Private Funds | $209,260,825 | 13.8% |
| Public Funds | $407,906,970 | 26.9% |
| Cash | $166,802,107 | 11.0% |
| Corporate - Investment Grade | $198,646,145 | 13.1% |
| U.S. Government/Agency | $291,145,494 | 19.2% |
| Total | $1,516,382,787 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER VERTEX GLACIER | EAGLE VITAL | YT04Y69PC | VCGFM | 10.03% | $66,767,157 |
| DELTA CAPITAL FRONTIER | LEGACY VALUE | Q64XUAIOW | NCHZ | 2.73% | $60,070,304 |
| PEAK SUMMIT | ELEMENT FUSION | XSL5O243C | YXP | 10.29% | $63,710,862 |
| WAVE ALPHA | EAGLE MOMENTUM | AKDVD5L26 | IPEZJ | 7.41% | $33,584,574 |
| SUMMIT FRONTIER RADIAL | WAVE HARBOR | JZI2QKLVE | TSASU | 4.09% | $105,277,907 |
| NORTH CREST | OAK INSIGHT | P99WOTGI4 | TOL | 9.48% | $70,369,552 |
| NORTH PEAK | RADIAL BEACON | 7QGCFZVEN | SMS | 11.80% | $104,425,952 |
| OAK FOUNDATION MATRIX | INSIGHT CREST | XK8A8AZEC | CXRY | 4.36% | $68,358,964 |