G.P. Leach Securities LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
G.P. Leach Securities LLC provides discretionary investment management primarily to individuals and retirement accounts, offering account-by-account portfolio management with no stated account minimum and charging asset-based advisory fees. The firm manages client portfolios in accordance with each client’s investment objectives, risk tolerance, and time horizon and does not offer proprietary pooled products or wrap fee programs.
The firm employs a systematic, research-driven approach that constructs diversified portfolios mainly from exchange-traded funds, equities, and fixed income, with periodic rebalancing and occasional tactical adjustments. While leverage and complex instruments are not central to its strategy, GPLS discloses limited use of borrowing (margin) and derivatives within separately managed accounts — practices that are uncommon among independent peers.
Founded in 2021 as a small practice, the firm reports modest regulatory assets under management (about $80,000) and provides fully discretionary management while allowing client-imposed restrictions and tailored services. GPLS does not accept performance-based fees, generally recommends Interactive Brokers as custodian, and maintains a written code of ethics and disclosure procedures to document and address potential conflicts.
Client services
Expertise
Fee options
Up to 1.00% (100 basis points) annually
Main office
Aledo TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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