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LEIGH BALDWIN & CO., LLC

CRD 38751File 801-69290
APPROVED
Retail clients
Disclosure events
Filing as of May 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$290.6M
Below cohort median (national)
Discretionary AUM
$290.6M
Clients
682
986 accounts
Employees
16
Below cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jun 24, 2008
Principal office
112 ALBANY STREET, CAZENOVIA, NY, 13035
Phone
315-655-2964

Assets & accounts

ADV Item 5F
Total regulatory AUM
$290.6M
Discretionary AUM
$290.6M
Non-discretionary AUM
$0
Discretionary accounts
986
Non-discretionary accounts
0
Total accounts
986
AUM per client
$426K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other6$3.0M
Charitable organizationsFewer than 5$22.0M
High net worth individuals68$139.2M
Pension and profit sharing plansFewer than 5$2.9M
Individuals (other than high net worth individuals)608$123.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)SOLICITOR/REFERRAL FEES FROM OTHER RIA'S
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • 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 11
  • Q11
  • Q11D2
  • Q11D4
  • Q11E2

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.