Leamnson Capital Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Leamnson Capital Advisory is a single‑advisor independent registered investment adviser that provides personalized financial planning and discretionary investment management to individual and high‑net‑worth clients, managing about $15.39 million across 23 accounts for roughly 12 clients. The firm documents client objectives with written investment policy statements and offers optional ongoing financial planning as part of its advisory services.
The firm manages client portfolios directly (it does not utilize third‑party managers) and combines fundamental and technical analysis to construct asset allocations that typically include stocks, bonds, mutual funds and ETFs. For clients with appropriate risk tolerances the adviser may use margin and short sales, and it generally recommends Schwab as the custodian while debiting fees quarterly in advance.
Distinctive features include a small, closed client roster—the brochure notes the firm is not accepting new clients—which limits new client access compared with many peers. The brochure also discloses a resolved Chapter 13 bankruptcy filed in 2010 and discharged in 2011, and the firm warns that portfolios may at times be concentrated without an additional sector‑level overlay, which can increase concentration risk for some clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.55% $3,000,001 - $5,000,000: 0.45% $5,000,001+: 0.35%
Hourly charges reported in SEC Part 1 but not specified in brochure text
Main office
Leland NC
Advisors at this office
1
Most active in
North Carolina
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.
Forms ADV
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