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LEDER FIDUCIARY CAPITAL LLC
CRD 285490File 801-136327
APPROVED
Retail clients
Filing as of Apr 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$120.6M
Bottom 25% of cohort (national)
Discretionary AUM
$113.4M
Non-discretionary $7.2M
Clients
31
143 accounts
Employees
1
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 26, 2026
- Principal office
- 6300 WEST LOOP SOUTH, SUITE 280, BELLAIRE, TX, 77401
- Phone
- 713-870-9516
- Website
- HTTP://WWW.LEDERFIDCAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $120.6M
- Discretionary AUM
- $113.4M
- Non-discretionary AUM
- $7.2M
- Discretionary accounts
- 142
- Non-discretionary accounts
- 1
- Total accounts
- 143
- AUM per client
- $3.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 20 | $112.9M |
| Pension and profit sharing plans | Fewer than 5 | $2.2M |
| Individuals (other than high net worth individuals) | 10 | $5.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.