A complete list of active advisors currently associated with Leonard Investment Advisors Inc.

Warmer can help you find a great advisor at Leonard Investment Advisors Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Leonard Investment Advisors 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.