$95.7M Total AUM
$85.3M Disc. AUM
-- 3Y CAGR
6 Employees
113 ADV. Clients
27 yrs Firm Age
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- Custodian
- Morgan Stanley ยท RBC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-1999
- Office Locations
- 1
Office Locations
1900 N W Expressway Suite 1450 Oklahoma City OK
About Leonard Investment Advisors Inc.
Leonard Investment Advisors Inc. is a Oklahoma City-based RIA. The firm has been operating for 27 years. Managing $95.7M in total assets under management, with 6 advisory representatives. They custody assets with Morgan Stanley and RBC.
Team overview
-- AVG AGE
$15.9M AVG AUM / ADVISOR
$846.8K AVG AUM / CLIENT
20.4 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
27yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DAVID FERRIS ABOUD
Broker, Chief Financial Officer, DIRECTOR, EXECUTIVE VICE PRESIDENT
- CRD
- #1545223
- Ownership
- 25% but less than 50%
Available
Available
Available
W
WARREN EDWARD DUNLEVY
--
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 4 owners & executives
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E
ELAINE BRAVER COWAN
Advisor
- CRD
- #3022744
Available
Available
Available
D
DARREN WINSTON KING
Investment Advisor
- CRD
- #1787836
Available
Available
Available
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,311,171 | -- |
| Non-Discretionary | $10,375,693 | -- |
| Total | $95,686,864 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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