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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-27-2020
- Office Locations
- 2
Office Locations
About Leverty Financial Group, LLC
Leverty Financial Group is a registered investment adviser delivering personalized wealth management and financial planning, including tax, estate, retirement-plan, insurance, and charitable planning. The firm works with client segments such as entrepreneurs and retirees and builds portfolios using asset allocation and portfolio construction across public funds, mutual funds, and ETFs, with fixed income and responsible investing options. Custody is through Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL THOMAS LEVERTY
Chief Executive Officer, Founder, Managing Member
- CRD
- #4518320
- Ownership
- 75% or more
JOSHUA QUENTIN HAWKINS
CHIEF OPERATING OFFICER, Vice President
- CRD
- #5966798
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Seth William Blum
Investment Operations Associate
- CRD
- #7819340
Matthew Gendreau
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- CRD
- #8069693
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $669,905,080 | $300,137 |
| Non-Discretionary | $6,931,815 | $52,119 |
| Total | $676,836,895 | $286,189 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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