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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-29-2003
- Office Locations
- 1
Office Locations
About THE Leonard Financial Group, LLC
The Leonard Financial Group, LLC is a Southern California financial planning and wealth management firm providing objective advice, investment management, and ongoing money management for individuals and entrepreneurs. The team builds diversified, policy-driven portfolios—primarily ETF-based—and supports clients with structured planning, income strategy, and regular reporting. Custodied with Charles Schwab.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
KARL LEONARD HICKS
Chief Compliance Officer, Financial Planner
- CRD
- #4537240
- Ownership
- 50% but less than 75%
Micki Hicks
Investment Advisor Representative
- CRD
- #6609930
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,525,287 | $188,991 |
| Non-Discretionary | $1,294,941 | $439,720 |
| Total | $47,820,228 | $214,751 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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