A complete list of active advisors currently associated with LE Capital Management LLC
Warmer can help you find a great advisor at LE Capital Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at LE Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Orlando, FL
| 2
|
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