CRD: 120374
Leisure Capital Management, Inc.
$874.0M Total AUM
$874.0M Disc. AUM
10.2% 3Y CAGR
10 Employees
359 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Timber foundationTimber matrix +more
- Established Date
- 03-01-2002
- Office Locations
- 1
Office Locations
650 Town Center Dr. Suite 880 Costa Mesa CA
About Leisure Capital Management, Inc.
Leisure Capital Management is a Costa Mesa, CA RIA providing holistic wealth management for successful professionals and affluent families, including multi-generational planning, tax-aware portfolio management, and philanthropic strategies for family foundations and life transitions. Portfolios blend public funds/ETFs with fixed income, with alternatives where appropriate, and are typically custodied at Charles Schwab.
Team overview
47 AVG AGE
$145.7M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
15.2 yrs AVG TENURE
10 Employees
6 Advisory Reps
6 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Focus Insight Focus pathway
Client Personas
Prime Peak
Custodian
Fusion Insight timber Radial Vertex wave Prime
Investment Themes
Legacy signal Alpha Wave ridge Pioneer Timber Vector Glacier optima Delta eagle
Investment Vehicles
Frontier fusion
Platform
Unison
Services
Insight Meridian Oak focus Beacon horizon Quantum Meridian Prime fusion Timber vector Eagle legacy Pathway
Technology
Element fusion Peak vital Alpha
Owner & Executives
A
ANNE PORTER LEISURE
Portfolio Manager, Principal
- CRD
- --
- Ownership
- 50% but less than 75%
(470) 756-3920
optima.ridge@ridgecapital.com
in linkedin.com/in/north-vertex
MARR NEUMANN LEISURE
Investment Advisor
- CRD
- #1437898
- Ownership
- 50% but less than 75%
(390) 584-2224
wave.matrix@focuscapital.com
in linkedin.com/in/wave-foundation
F
Fusion vital
Value peak north
- CRD
- #63400
- Ownership
- 28.8%
(722) 762-3026
legacy.pathway@capitalcapital.com
in linkedin.com/in/unison-legacy
Showing 2 of 6 owners & executives
Unlock allContacts
ERIC STILES SHUTE
--
- CRD
- #6256163
(782) 360-2119
fusion.foundation@valuecapital.com
in linkedin.com/in/harbor-wave
Avery Douglas Wenck
Advisor
- CRD
- #6852928
(789) 880-4743
meridian.signal@alphacapital.com
in linkedin.com/in/summit-alpha
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $873,950,396 | $2,504,156 |
| Non-Discretionary | $0 | -- |
| Total | $873,950,396 | $2,504,156 |
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Separately Managed Accounts
Total SMA Asset: $873,950,396
Public Funds:
19.9% Equity - Exchange:
6.7% Corporate - Investment Grade:
16.3% Municipal Bonds:
8.2% U.S. Government/Agency:
22.6% Cash:
19.3% Private Funds:
7.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $447,188,738 | 19.9% |
| Equity - Exchange | $150,561,032 | 6.7% |
| Corporate - Investment Grade | $366,290,273 | 16.3% |
| Municipal Bonds | $184,268,726 | 8.2% |
| U.S. Government/Agency | $507,862,587 | 22.6% |
| Cash | $433,705,661 | 19.3% |
| Private Funds | $157,302,572 | 7.0% |
| Total | $2,247,179,589 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE HARBOR | UNISON MOMENTUM | MSL2IIRKD | GEZN | 9.80% | $108,717,572 |
| EAGLE SUMMIT | ZENITH CATALYST | 36K6OTLKJ | ISOZC | 9.29% | $19,951,033 |
| NORTH RIDGE RADIAL | QUANTUM PRIME | 6X9NC96QD | CXUD | 12.57% | $115,283,334 |
| PRIME EMBER QUANTUM | MOMENTUM MOMENTUM | FH6CUQRGF | JKFZF | 5.95% | $16,617,754 |
| OPTIMA LEGACY MATRIX | LEGACY FRONTIER | EZLQ46FXX | HQO | 7.14% | $98,886,591 |
| OPTIMA FUSION | VERTEX HARBOR | 7ITQ1XC19 | PZYW | 4.95% | $9,610,949 |
| NORTH LEGACY | SIGNAL FOUNDATION | 356YP6WYA | VKJ | 3.28% | $57,323,919 |
| MERIDIAN QUANTUM WAVE | EMBER OPTIMA | EUYDHMKFA | NGH | 2.25% | $96,445,414 |