LEIBMAN FINANCIAL SERVCES, INC.

CRD 323120File 801-126978

APPROVED

Retail clients

Filing as of Jan 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$173.1M

Bottom 25% of cohort (national)

Discretionary AUM

$140.4M

Non-discretionary $32.8M

Clients

270

573 accounts

Employees

Bottom 25% of cohort in NE

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: DRO
Registration date: Dec 1, 2022
Principal office: 228 MAIN STREET, LOUISVILLE, NE, 68037
Phone: (402) 234-2337
Website: https://www.228main.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $173.1M
Discretionary AUM: $140.4M
Non-discretionary AUM: $32.8M
Discretionary accounts: 558
Non-discretionary accounts: 15
Total accounts: 573
AUM per client: $641K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$580K
High net worth individuals	67	$122.0M
Individuals (other than high net worth individuals)	203	$50.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
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 11

This 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.