Lefleur Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lefleur Financial works with individual (non‑high‑net‑worth) clients to provide portfolio management and related financial planning services. The firm reports approximately $23.2 million in assets under management across about 32 client relationships and generally charges fees expressed as a percentage of AUM.
The brochure describes an investment practice focused on developing and managing individualized portfolios for individual clients, with ongoing monitoring and periodic reviews consistent with common independent advisor practices. Fee arrangements and portfolio management services align with what many independent firms disclose for retail clients.
What distinguishes Lefleur Financial in its ADV is the disclosed affiliation with both a real estate broker and an accounting firm, relationships that are uncommon among peers. Those affiliations, combined with the firm’s relatively small scale, could allow for closer coordination on real‑estate matters and tax or accounting considerations than is typical for similarly structured advisors.
Client services
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Account minimum: $1,200,000 Fee-only: Annual fee based on assets under management as per tiers above
Main office
2906 N State Street, Suite 207
Jackson MS 39216
Advisors at this office
1
Most active in
Mississippi
Also doing business as
Lefleur Financial · Lefleur Financial Wealth Management, LLC · Lefleur Financial, 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Lawyer
They provide legal services, typically billed separately.
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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
Quick links
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