Lederer & Associates Investment Counsel
- Regulatory AUM
- $244M
- Discretionary
- $244M
- Clients
- 137
- Avg AUM / client
- $1.8M
- Accounts
- 137
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Dec 08, 2025
Investments (13F portfolio — 84 positions, $151,917)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $13,233 | 45,733 | 8.71% | 0.01% |
| 2 | Nvidia Corp | COM | $9,276 | 46,357 | 6.11% | 0.0% |
| 3 | Microsoft Corp | COM | $8,490 | 22,759 | 5.59% | 0.0% |
| 4 | Alphabet Inc A | COM | $7,328 | 20,505 | 4.82% | 0.0% |
| 5 | Amazon.Com Inc | COM | $5,100 | 21,397 | 3.36% | 0.0% |
| 6 | Broadcom Inc Com | COM | $4,255 | 11,264 | 2.8% | 0.0% |
| 7 | Meta Platforms | COM | $3,535 | 6,276 | 2.33% | 0.0% |
| 8 | Visa Inc Class A | COM | $3,269 | 9,527 | 2.15% | 0.0% |
| 9 | Cisco Systems Inc | COM | $3,033 | 25,825 | 2.0% | 0.0% |
| 10 | Jp Morgan Chase & Co | COM | $2,913 | 8,899 | 1.92% | 0.0% |
| 11 | Berkshire Hathaway Inc B | COM | $2,885 | 5,765 | 1.9% | 0.0% |
| 12 | Johnson & Johnson | COM | $2,835 | 11,162 | 1.87% | 0.0% |
| 13 | Abb Vie Inc | COM | $2,664 | 10,585 | 1.75% | 0.0% |
| 14 | Automatic Data Processing Inc | COM | $2,576 | 11,501 | 1.7% | 0.0% |
| 15 | Corning Inc | COM | $2,569 | 10,058 | 1.69% | 0.0% |
| 16 | Black Rock Inc | COM | $2,524 | 2,625 | 1.66% | 0.0% |
| 17 | Chubb Ltd | COM | $2,510 | 7,367 | 1.65% | 0.0% |
| 18 | Spdr Gold Shares | COM | $2,403 | 6,523 | 1.58% | 0.0% |
| 19 | Next Era Energy Inc | COM | $2,362 | 26,907 | 1.55% | 0.0% |
| 20 | Linde Plc | COM | $2,224 | 4,285 | 1.46% | 0.0% |
| 21 | Schwab Us Large Cap Value Etf | COM | $2,097 | 60,241 | 1.38% | 0.0% |
| 22 | Exxon Mobil Corp | COM | $2,034 | 14,880 | 1.34% | 0.0% |
| 23 | Waste Management Inc | COM | $2,025 | 9,084 | 1.33% | 0.0% |
| 24 | Costco Wholesale Corp | COM | $1,970 | 2,106 | 1.3% | 0.0% |
| 25 | Amgen Inc | COM | $1,916 | 5,291 | 1.26% | 0.0% |
Top 25 of 84 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 45 | $15.3M | 6.27% |
| High net worth individuals | 88 | $191M | 78.0% |
| Charitable organizations | 4 | $38.4M | 15.7% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Allen Lederer | Cio, Ceo, Chm | Jan 1986 (41y) | 75% or more | |
| Darin Wynn Bemis | Chief Compliance Officer | CFA | Apr 2004 (22y) | Less than 5% |
| Byrne, Brian, Christopher | Operations Administrator | Apr 2013 (13y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ral Holdings | Holding Company | Jan 1986 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/08/2025 | 910 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $244M (100% of AUM) Dec 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 08, 2025.
View current Form ADV (SEC/IAPD) ↗