A complete list of active advisors currently associated with Leamnson Capital Advisory, LLC

Warmer can help you find a great advisor at Leamnson Capital Advisory, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Leamnson Capital Advisory, 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.