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LEEB CAPITAL MANAGEMENT, INC.
CRD 104793File 801-4565
APPROVED
Retail clients
Filing as of May 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$111.9M
Bottom 25% of cohort (national)
Discretionary AUM
$111.9M
Clients
60
98 accounts
Employees
8
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 30, 1967
- Principal office
- 40 WEST 37TH STREET, ROOM 1003, NEW YORK, NY, 10018
- Phone
- 212-653-1504
- Website
- https://www.leeb.net/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $111.9M
- Discretionary AUM
- $111.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 98
- Non-discretionary accounts
- 0
- Total accounts
- 98
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 35 | $14.2M |
| Pension and profit sharing plans | Fewer than 5 | $1.8M |
| Individuals (other than high net worth individuals) | 25 | $95.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 7 | 8 | increased by1 |
| Mar 1, 2026 | Employees | 6 | 7 | increased by1 |
| Mar 1, 2026 | Clients | 58 | 60 | increased by2 |
| Mar 1, 2026 | AUM | $95,824,693 | $111,945,919 | increased by$16,121,226 |
| Mar 1, 2026 | Accounts | 103 | 98 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 65 | 58 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $89,044,851 | $95,824,693 | increased by$6,779,842 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 108 | 103 | decreased by5 |
| Mar 1, 2022 | Employees | 5 | 6 | increased by1 |
| Mar 1, 2022 | Clients | 61 | 65 | increased by4 |
| Mar 1, 2022 | AUM | $78,036,903 | $89,044,851 | increased by$11,007,948 |
| Mar 1, 2022 | Accounts | 104 | 108 | increased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LEEB CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEEB CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.