Financial Council, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 649
- Avg AUM / client
- $2.0M
- Accounts
- 1,565
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of May 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 305 | $151M | 11.9% |
| High net worth individuals | 343 | $1.1B | 87.9% |
| Charitable organizations | 1 | $2.2M | 0.17% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Michael Leeb | President, Ceo, Cio, Cco | CFP | Jul 1995 (31y) | 75% or more |
| David Raymond Travis | Co Cfo | CFP | Jul 2021 (5y) | 5% – 10% |
| Jeffrey Robert Reynolds | Co Cfo | CFP | Jul 2021 (5y) | 5% – 10% |
| Greenlund, Jodi, Louise | Coo | Jul 2022 (4y) | 5% – 10% | |
| Dale Thomas Woodring | Registered representative | Jul 2021 (5y) | ||
| John Dale Hauserman | Registered representative | CFP | Jul 2021 (5y) | |
| Richard J. Tomaschefsky | Registered representative | CFP | Jul 2021 (5y) | |
| Lydia Thompson Durski | Registered representative | CFP | Oct 2025 (1y) |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
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) | 05/13/2026 | 911 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
- National Financial Services (Fidelity) $1.3B (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: May 13, 2026.
View current Form ADV (SEC/IAPD) ↗