Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
4 years
Location
Remote
Schroder Wealth Management (US) Limited
Team
Total advisors
5Clients per advisor
50 TypicalAvg AUM per client
$3,875,815 Very HighHNW client ratio
100% Very HighLeshek Farthing is a CFP® and Series 66 credentialed advisor with six years of experience at Kinloch Capital, LLC and additional experience at Pruco Securities LLC. He currently works at Schroder Wealth Management (US) Limited, a London-based firm focused on serving high-net-worth US-connected clients, including entrepreneurs, corporate directors, trusts, charitable foundations, and retirement plans. Schroder Wealth Management provides discretionary and non-discretionary portfolio management and investment advice, employing a top-down, business-cycle asset allocation framework supported by Schroders’ research and selected third-party managers. The firm primarily serves US residents attracted to London as a global wealth center and US persons living abroad, managing substantial assets with a compact advisory team.
Based on Schroder Wealth Management (US) Limited
Flat rate charging structures may be agreed individually with clients.
$0 - $5 million: 0.90% per annum $5,000,001 - $8 million: 0.70% per annum $8,000,001+: 0.50% per annum
Account minimum: £1 million Fee-only: Annual management fees ranging from 0.50% to 0.90% per annum, no commissions or transaction fees charged by firm.
California
4 years of industry experience
Kinloch Capital, LLC
2020 - Present • 6 years
Glen Allen, VA
Pruco Securities LLC
2019 - 2020 • 1 year
Glen Allen, VA
Unemployed
2019 - 2019 • 1 year
Richmond, VA
Longwood University
2015 - 2019 • 4 years
Farmville, VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")