L

Leonard Investment Advisors Inc.

Updated today

Client AUM

$92,857,987

Clients

110

Advisors

2

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

Financial planning Portfolio management Selection of other advisers Charitable organizations

Expertise

Options & derivatives strategies Tax-loss harvesting Active portfolio management

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$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

Commissions

Adviser representatives may also receive commissions on securities and insurance products

Project-based

Financial Planning Services billed at $150 per hour

Other

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

7

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

Quick links

Advisors at this firm

user avatar

Kimberly V

Series 66

Oklahoma City, OK

Leonard Investment Advisors Inc.

Kimberly Vaughn is a financial advisor at Leonard Investment Advisors Inc. in Oklahoma City, holding a Series 66 designation with 25 years of industry experience. She previously worked at RBC Capital Markets Corporation for 11 years before joining Leonard Investment Advisors and B.B. Graham & Company in 2019. Outside of her advisory role, she is a registered representative at B.B. Graham & Co. and also serves as a public notary. Leonard Investment Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, businesses, and corporations, managing approximately $95 million across about 110 client relationships. The firm provides portfolio management, financial planning, and consulting services with investment strategies that include mutual funds, ETFs, equities, fixed income, and option strategies, implementing tailored approaches based on clients’ objectives and risk tolerance.

Options & derivatives strategies Tax-loss harvesting Active portfolio management
user avatar

James P

Series 66

Oklahoma City, OK

Leonard Investment Advisors Inc.

James Pearson is a financial advisor at Leonard Investment Advisors Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including B.B. Graham & Company and RKI Energy Resources. Pearson is also a passive investor and part owner of a medical marijuana grow facility through ToroVerde Farms LLC. Leonard Investment Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, businesses, and corporations, managing approximately $95 million across 110 client relationships. The firm offers portfolio management and financial planning, utilizing tailored investment strategies that include mutual funds, ETFs, equities, fixed income, and option strategies.

Options & derivatives strategies Tax-loss harvesting Active portfolio management
user avatar

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.

Options & derivatives strategies Tax-loss harvesting Active portfolio management
user avatar

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, OK, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has been with Leonard Investment Advisors since 1999 and also has longstanding roles in related family oil and gas businesses as well as managing small family enterprises. Leonard Investment Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, businesses, and corporations, managing approximately $95 million across about 110 client relationships. The firm provides portfolio management, financial planning, and consulting services, using tailored investment strategies ranging from preservation/income to speculative growth, and employs a mix of fundamental, technical, and cyclical analysis in its decision-making.

Options & derivatives strategies Tax-loss harvesting Active portfolio management
user avatar

John P

Series 63, Series 65

Oklahoma City, OK

Leonard Investment Advisors Inc.

John Pribyl V is a financial advisor with Leonard Investment Advisors Inc. in Oklahoma City, holding Series 63 and Series 65 credentials and accumulating 42 years of industry experience. His prior work includes roles at B.B. Graham & Company, Inc., JWP Investments LLC, and Prudential Equity Group, LLC. Outside of advisory work, he is a minority shareholder in Facilities Performance Group. Leonard Investment Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, businesses, and corporations, managing approximately $95 million across about 110 client relationships. The firm offers portfolio management, written financial planning, and consulting services, employing a process that customizes investment strategies based on client objectives and risk tolerance.

Options & derivatives strategies Tax-loss harvesting Active portfolio management
user avatar

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 credentials and bringing 39 years of industry experience. He has been with Leonard Investment Advisors since 1999 and also has a long tenure at B.B. Graham & Co. Outside of his advisory work, he serves as chairman and insurance agent at Leonard Agency Inc. Leonard Investment Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, businesses, and corporations. The firm employs a tailored investment approach across various styles and strategies, managing approximately $95 million for about 110 client relationships.

Options & derivatives strategies Tax-loss harvesting Active portfolio management
user avatar

Darren K

Series 63, Series 65

Oklahoma City, OK

Leonard Investment Advisors Inc.

Darren King is a financial advisor at Leonard Investment Advisors Inc. in Oklahoma City, holding Series 63 and Series 65 licenses with 38 years of industry experience. His prior positions include roles at Morgan Stanley and Banc One Securities Corporation. Outside of his advisory work, he serves as president of C&D Consulting Inc., a family investment company. Leonard Investment Advisors provides advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, businesses, and corporations. The firm manages approximately $95 million across about 110 client relationships, offering portfolio management, financial planning, consulting, and access to third-party wrap managers using diversified investment strategies tailored to client objectives and risk tolerance.

Options & derivatives strategies Tax-loss harvesting Active portfolio management
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)