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LEONARD ADVISORY GROUP LLC
CRD 321165File 801-137191
APPROVED
Retail clients
Filing as of Sep 15, 2026
Feed vintage Sep 17, 2026
Regulatory AUM
$114.1M
Bottom 25% of cohort (national)
Discretionary AUM
$114.1M
Clients
253
622 accounts
Employees
3
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 16, 2026
- Principal office
- 720 STATE ST, SAINT JOSEPH, MI, 49085
- Phone
- 269-588-1362
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $114.1M
- Discretionary AUM
- $114.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 622
- Non-discretionary accounts
- 0
- Total accounts
- 622
- AUM per client
- $451K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $60.0M |
| Individuals (other than high net worth individuals) | 226 | $54.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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.
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LEONARD ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEONARD ADVISORY” 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.