Leonard Investment Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$92,857,987
Clients
110
Advisors
6
of 6 employees
About
Leonard Investment Advisors provides advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, businesses, and corporations, managing roughly $95 million for about 110 client relationships. The firm offers portfolio management, written financial planning, consulting, access to third‑party wrap managers, and implements strategies that can include mutual funds, ETFs, equities, fixed income, and option strategies such as covered calls.
The firm’s process begins with an in‑depth personal interview to establish objectives and risk tolerance, then places accounts into tailored styles ranging from preservation/income to speculative growth and implements them on a discretionary or non‑discretionary basis. Its managed programs include a Large Cap Core style (generally 75–100% equity with roughly 20–32 holdings) and an All‑Cap Aggressive style (more concentrated, up to about 20 positions), and the firm employs fundamental, technical, and cyclical analysis in portfolio decisions.
Noteworthy distinctions in the brochure include disclosure of a material disciplinary event: a FINRA arbitration filed in December 2013 alleging churning and failure to supervise that resulted in a December 19, 2014 judgment of $200,000, joint and several. The firm also requires clients to direct brokerage to B.B. Graham (with RBC as custodian), discloses that many adviser representatives are also registered brokers and insurance agents, and describes compliance and supervisory reviews intended to address the resulting conflicts of interest.
Client services
Expertise
Fee options
$0 - $100,000: 2.00% $100,001 - $400,000: 1.75% $400,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: Negotiable
Adviser representatives may also receive commissions on securities and insurance products
Financial Planning Services billed at $150 per hour
Account minimum: $25,000 Minimum fee: Consulting Services minimum fee is $20,000 per year Fee-only: Financial Planning Services billed at $150 per hour with a $250 minimum charge
Main office
1900 NW Expressway Suite 1450
Oklahoma City OK 73118
Advisors at this office
6
Most active in
Oklahoma · Texas
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
James P
Series 66
Oklahoma City, OK
Leonard Investment Advisors Inc.
James Pearson is a financial advisor at Leonard Investment Advisors Inc. in Oklahoma City, OK, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at B.B. Graham & Company, RKI Energy Resources, LLC, and BancWest Investment Services. Outside of advisory work, he is a 17% owner and passive investor in a medical marijuana grow facility through Toroverde Farms LLC. Leonard Investment Advisors manages approximately $84.5 million in assets with a seven-advisor team, offering portfolio management, financial planning, consulting, and access to third-party money managers. The firm serves individuals, including high-net-worth clients, as well as pension plans, businesses, and corporations, employing a range of investment styles supported by fundamental, technical, and cyclical analysis.
Elaine C
Series 63, Series 65
Oklahoma City, OK
Leonard Investment Advisors Inc.
Elaine Cowan is a financial advisor at Leonard Investment Advisors Inc. in Oklahoma City, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with Leonard Investment Advisors and its affiliated Leonard Agency Inc. since 2003 and also worked at B.B. Graham & Co. since 2014. Outside of her advisory role, she serves as Vice President and Sales Director of Investment Relations at Leonard Agency Inc. Leonard Investment Advisors manages approximately $84.5 million in assets with a seven-advisor team, offering portfolio management, financial planning, consulting, and access to third-party money managers for individuals, pension plans, businesses, and corporations. The firm employs a client-focused approach to establish investment objectives and risk tolerance, managing accounts across various styles and utilizing fundamental, technical, and cyclical analysis.
Robert S
Series 63, Series 65
Oklahoma City, OK
Leonard Investment Advisors Inc.
Robert Savage is a financial advisor with Leonard Investment Advisors Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked with Leonard Investment Advisors since 1999 and B.B. Graham & Co since 2014. Outside of advising, he is involved in managing family oil and gas businesses and serves as a director of The Reserve Petroleum Co. Leonard Investment Advisors is a seven-advisor team managing approximately $84.5 million in assets. The firm provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, businesses, and corporations, employing a range of investment styles and strategies tailored to client objectives and risk tolerance.
John P
Series 63, Series 65
Oklahoma City, OK
Leonard Investment Advisors Inc.
John Pribyl is a financial advisor at Leonard Investment Advisors Inc. in Oklahoma City, OK, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Leonard Investment Advisors since 2002. Prior to that, he worked at B.B. Graham & Co and manages a family investment entity, JWP Investments LLC. Leonard Investment Advisors is a seven-advisor team managing approximately $84.5 million in assets. The firm offers portfolio management, financial planning, consulting, and access to third-party money managers for individuals, including high-net-worth clients, as well as pension plans, businesses, and corporations, utilizing a range of investment styles and strategies.
David A
Series 63, Series 65
Oklahoma City, OK
Leonard Investment Advisors Inc.
David Aboud is a financial advisor with Leonard Investment Advisors Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Leonard Investment Advisors since 1999 and B.B. Graham & Co since 2014. Outside of his advisory role, he serves as chairman and insurance agent at Leonard Agency Inc. Leonard Investment Advisors manages approximately $84.5 million in assets with a seven-advisor team, providing portfolio management, financial planning, consulting, and access to third-party money managers for individuals, including high-net-worth clients, as well as pension plans, businesses, and corporations. The firm uses a range of investment strategies based on client objectives and risk tolerance, incorporating fundamental, technical, and cyclical analysis across multiple asset classes.
Darren K
Series 63, Series 65
Oklahoma City, OK
Leonard Investment Advisors Inc.
Darren King is a financial advisor at Leonard Investment Advisors Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Leonard Investment Advisors since 2011 and B.B. Graham & Co. since 2014. Outside of his advisory role, he serves as president of C&D Consulting Inc., a family investment business. Leonard Investment Advisors is a seven-advisor team managing approximately $84.5 million in assets. The firm provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, businesses, and corporations. Its investment approach includes a thorough client interview process and a range of strategies from principal preservation to speculative growth, utilizing equities, fixed income, mutual funds, ETFs, and option overlays.
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