A complete list of active advisors currently associated with Leisure Capital Management, Inc.

Warmer can help you find a great advisor at Leisure Capital Management, Inc. or one who fits your needs even better.

Leisure Capital Management provides discretionary investment management and consulting to individuals (including high‑net‑worth clients), trusts and estates, retirement plan participants, insurance companies, and charitable organizations. The firm reports about $874 million in discretionary assets under management and generally requires a $500,000 account minimum while charging advisory fees based on a percentage of assets under management. Portfolios are built around diversification and asset allocation, with the firm citing Modern Portfolio Theory and the Fama‑French three‑factor model as framework inputs and relying on fundamental and cyclical analysis for security selection across equities, fixed income, mutual funds, and ETFs. The firm emphasizes long‑term holding and rebalancing, may use covered calls and inverse/enhanced funds in specific strategies, and offers a Sustainable & Responsible Investing overlay that is limited to mutual funds and uses a multi‑step screening process to address greenwashing concerns. What sets the firm apart from many peers is its public reference to third‑party ratings, an uncommon disclosure among similar team firms, combined with an absence of comprehensive, ongoing financial planning services — instead offering consulting on an hourly, project basis. The firm operates with a small team (five advisors) managing the reported AUM, notes occasional reduced fees for nonprofit and employee/family accounts, and maintains detailed policies on trade aggregation, proxy voting, and recommended custodial relationships.

To learn more about the advisors currently working at Leisure Capital Management, Inc., 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.