L
LE Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,771,279
Clients
5
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
LowAverage account size
$2,954,256
About
Le Capital Management is a single-advisor, fee-only registered investment adviser that provides discretionary portfolio management to individuals, including high‑net‑worth clients. The firm states it does not provide comprehensive financial planning, does not sell commissioned products, and does not sponsor wrap‑fee programs.
LE’s investment approach is fundamentally oriented and value-driven, emphasizing individual U.S. stocks selected for consistent revenue and cash flow and typically constructing concentrated portfolios diversified across about six to ten industries. Portfolios are managed under an investment policy statement on a discretionary basis with ongoing supervision, rebalancing, and a long‑term orientation that may include larger cash positions or hedging when warranted.
Notable features in the brochure include the firm’s recent formation and a very small client base—five clients with roughly $9.1 million in assets under management—which suggests it currently serves a small number of larger accounts rather than a broad retail population. The brochure also discloses governance and trading practices that are atypical for a firm its size: the owner serves as chief compliance officer and reviews employee (including his own) trades, the firm requires pre‑clearance under a Code of Ethics, and it does not accept custody or receive commissions.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
$0 - $3,000,000: 0.70% $3,000,001 - $4,000,000: 0.65% on assets over $3,000,000 plus $21,000 base fee $4,000,001 - $5,000,000: 0.60% on assets over $4,000,000 plus $27,500 base fee $5,000,001+: 0.55% on assets over $5,000,000 plus $33,500 base fee
Account minimum: $25,000 Minimum fee: Base fees starting at $0 up to $3,000,000 assets with specific base fees for higher tiers (e.g., $21,000 for $3M-$4M, $27,500 for $4M-$5M, $33,500 for over $5M) Fee-only: Yes, firm is fee-only; no commissions accepted.
Main office location
LE Capital Management LLC
Orlando FL, United States
Number of offices
1
Most active in
LE Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
-
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.
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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.
Forms ADV
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