Leonard Investment Advisors Inc.
- Regulatory AUM
- $95.7M
- Discretionary
- $85.3M
- Clients
- 113
- Avg AUM / client
- $847K
- Accounts
- 178
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 73 | $32.1M | 33.5% |
| High net worth individuals | 37 | $60.8M | 63.5% |
| Charitable organizations | 2 | $2.3M | 2.39% |
| Corporations and other businesses | 1 | $546K | 0.57% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Ferris Aboud | Registered representative | May 2000 (26y) | ||
| Robert Leonard Savage | Registered representative | May 2000 (26y) | ||
| John William Pribyl | Registered representative | Aug 2002 (24y) | ||
| Elaine Braver Cowan | Registered representative | Aug 2003 (23y) | ||
| Darren Winston King | Registered representative | Feb 2011 (16y) | ||
| James Bryan Pearson | Registered representative | Mar 2019 (7y) | ||
| Kimberly A Vaughn | Registered representative | Mar 2024 (2y) |
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) | 03/30/2026 | 1.34 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- RBC $84.5M (88% of AUM) Mar 2026
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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗