CRD: 116891
Leonard Rickey Investment Advisors, P.l.l.c.
$958.1M Total AUM
$939.7M Disc. AUM
10.6% 3Y CAGR
19 Employees
1,107 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Ember focusMatrix +more
- Established Date
- 01-22-1998
- Office Locations
- 1
Office Locations
3908 Creekside Loop, STE 100 Yakima WA
About Leonard Rickey Investment Advisors, P.l.l.c.
Leonard Rickey Investment Advisors (Best Path Forward) is a Yakima, WA-based RIA serving individuals and families with one-time financial plans for DIY investors and ongoing wealth management with investment management support. Planning covers comprehensive, retirement, education, and major purchase goals. The firm emphasizes local Eastern Washington roots; custody includes Charles Schwab.
Team overview
40 AVG AGE
$106.5M AVG AUM / ADVISOR
$865.5K AVG AUM / CLIENT
11.1 yrs AVG TENURE
19 Employees
9 Advisory Reps
9 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Harbor Delta Frontier pathway
CRM
Matrix glacier
Custodian
Atlas Focus zenith Wave prime Fusion Ridge crest Alpha vital Glacier
Investment Themes
Glacier Ridge Radial harbor Crest Atlas Capital insight
Investment Vehicles
Capital foundation
Platform
Value Bridge
Services
Wave oak Pathway Eagle crest North Matrix Alpha Focus Fusion
Technology
Vital Foundation eagle Capital element Signal crest Pioneer pathway Value legacy Prime
Owner & Executives
B
BENJAMIN JOHN RICKEY
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #2889615
- Ownership
- 25% but less than 50%
(897) 873-3788
horizon.vital@valuecapital.com
in linkedin.com/in/legacy-atlas
JOY SUZANNE STENEHJEM
--
- CRD
- #4293392
- Ownership
- 25% but less than 50%
(522) 518-7926
value.radial@elementcapital.com
in linkedin.com/in/ridge-vector
T
Timber beacon
Vital foundation
- CRD
- #69684
- Ownership
- 24.3%
(669) 594-7397
legacy.momentum@focuscapital.com
in linkedin.com/in/catalyst-summit
Showing 2 of 4 owners & executives
Unlock allContacts
D
DIRK BYRON BERND
Investment Advisor
- CRD
- #6589754
(728) 420-2455
frontier.prime@bridgecapital.com
in linkedin.com/in/pioneer-crest
E
Ellie Rachel Buntin
--
- CRD
- #8089591
(700) 444-9718
delta.element@quantumcapital.com
in linkedin.com/in/legacy-peak
F
Foundation meridian
Pioneer legacy
- CRD
- #18573
(658) 753-3830
north.focus@atlascapital.com
in linkedin.com/in/value-atlas
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $939,695,383 | $292,923 |
| Non-Discretionary | $18,445,650 | $267,328 |
| Total | $958,141,033 | $292,384 |
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Separately Managed Accounts
Total SMA Asset: $958,141,033
Equity - Exchange:
18.2% Public Funds:
16.1% Cash:
20.5% Municipal Bonds:
19.5% Other:
14.9% U.S. Government/Agency:
10.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,508,760,423 | 18.2% |
| Public Funds | $1,334,672,682 | 16.1% |
| Cash | $1,699,427,949 | 20.5% |
| Municipal Bonds | $1,616,529,025 | 19.5% |
| Other | $1,235,193,973 | 14.9% |
| U.S. Government/Agency | $895,308,384 | 10.8% |
| Total | $8,289,892,436 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH OAK | OPTIMA VECTOR | SAPZ5OPR7 | YIROU | 2.00% | $21,381,392 |
| RIDGE CAPITAL HORIZON | PEAK VERTEX | B05MMVWU3 | CRA | 4.75% | $93,681,281 |
| PEAK OPTIMA RIDGE | WAVE BEACON | GRCZWP04G | ZBIEL | 1.91% | $44,570,464 |
| RIDGE TIMBER | ZENITH FOUNDATION | W6F2W8S4G | LTXJ | 7.84% | $92,355,632 |
| UNISON BEACON ELEMENT | HORIZON EAGLE | F2AMQ5L68 | EIG | 6.28% | $84,916,473 |
| DELTA MERIDIAN FUSION | OAK PEAK | D9G64YBDR | WOP | 12.19% | $37,897,023 |
| MOMENTUM VITAL | GLACIER TIMBER | V82RWNUUW | BTC | 8.57% | $60,972,432 |
| ALPHA CAPITAL FOCUS | LEGACY RADIAL | GUCKMF6PY | XHMO | 1.59% | $10,064,868 |