Leder Fiduciary Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$118,392,375
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
30
67% 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
30
HighAverage account size
$3,946,413
About
Leder Fiduciary Capital LLC is an independent, solo-registered investment adviser that provides portfolio management and financial consulting to individuals (including high-net-worth clients), charitable organizations, foundations, trusts, and businesses. Services include discretionary and non-discretionary portfolio management, complimentary financial planning, and retirement-account rollover guidance; the firm primarily advises on mutual funds and exchange-traded funds.
The firm customizes investment strategies through an Investment Policy Statement or by implementing one of its model portfolios, using fundamental analysis and modern portfolio theory while emphasizing low-cost, no-load, passive/index investments and tax efficiency. Clients receive ongoing monitoring and rebalancing, with the firm offering both bespoke asset allocations and model-driven solutions based on an investor’s goals, risk tolerance, tax situation, and time horizon.
Distinctively for a single-advisor independent firm, the adviser manages assets for pension and profit-sharing plans and provides portfolio management for institutional clients in addition to individual accounts, and manages roughly $120 million across about 30 client relationships. The firm also positions itself as a financial "CFO" to clients by combining portfolio management with complimentary financial planning and written IPS documentation.
Client services
Portfolio management
Financial consulting
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
General estate planning guidance
General tax planning
Fee options
$0 - $1,000,000: 0.65% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.55% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $15,000,000: 0.35% Above $15,000,000+: 0.25%
$250/hour (only in unusual circumstances with substantial incremental time commitment)
Account minimum: $250,000
Main office location
Leder Fiduciary Capital LLC
6300 West Loop South, Suite 280
Bellaire TX 77401, United States
Number of offices
1
Most active in
Leder Fiduciary Capital LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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:
-
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.
-
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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