Leechgary Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Leech Gary Asset Management serves executives, entrepreneurs, professionals, retirees and other individual investors, providing discretionary portfolio management and comprehensive financial planning. The firm reports about $23 million in assets under management across roughly 23 client accounts and typically bills advisory fees as a percentage of AUM.
The firm employs a flexible strategy that blends concentrated positions with broader market diversification, investing in individual stocks, bonds, ETFs and mutual funds across balanced, growth and conservative mandates. Investment selection is primarily value‑oriented and multi‑cap, supported by fundamental analysis (with limited use of technical analysis), a stock focus list of roughly 150–200 companies, and routine monitoring on weekly, monthly and quarterly schedules.
Distinctive features include a small adviser-to-client scale (two advisers serving about 23 clients) and leadership the brochure reports as having more than 70 years of combined investment experience, which the firm says underpins regular portfolio review. The brochure also discloses historical NASD arbitration settlements involving a supervised person in the 1990s; the firm does not charge performance‑based fees and states that staff do not trade securities recommended to clients.
Client services
Expertise
Occupation focus
Fee options
$100,000 - $249,900: 1.5% $250,000 - $499,900: 1.25% $500,000 - $999,999: 1.0% $1,000,000+: Negotiable
Account minimum: $100,000
Main office
2494 Jett Ferry Road, Suite 209
Atlanta GA 30338
Advisors at this office
2
Most active in
Georgia
Also doing business as
Jml Asset Management, Inc. · Leech Gary Asset Management LLC · Leech Gary Asset Mangement · Leechgary Asset Management LLC
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
Advisors at this firm
Jeffery L
Series 63, Series 65
Atlanta, GA
Leechgary Asset Management LLC
Jeffery Leech is a financial advisor at Leechgary Asset Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Leechgary Asset Management since 2007. Leechgary Asset Management LLC provides discretionary portfolio management and related investment advisory services primarily to individual clients, including high-net-worth individuals. The firm operates with a small advisor-to-client scale, supporting individualized portfolio oversight.
Nelson G
Series 63, Series 65
Dunwoody, GA
Leechgary Asset Management LLC
Nelson Gary Jr. is a financial advisor at Leechgary Asset Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Leechgary since 2007. Leechgary Asset Management LLC provides discretionary portfolio management and related advisory services primarily to individual clients, including high-net-worth individuals. The firm serves a small client base with approximately 28 relationships and $21 million in assets under management, focusing on individualized portfolio oversight.
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