Attucks Asset Management, Llc
- Regulatory AUM
- $3.9B
- Discretionary
- $3.9B
- Clients
- 16
- Avg AUM / client
- $241M
- Accounts
- 18
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 16 | $3.0B | 77.3% |
| Insurance companies | Fewer than 5 clients | $478M | 12.4% |
| Other | Fewer than 5 clients | $397M | 10.3% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bond, Leslie, Fee | Chief Executive Officer | Aug 2001 (25y) | 50% – 75% | |
| Lyons, Vennie, Alvin | Managing Director | Dec 2016 (10y) | Less than 5% | |
| Talley, Derek, Anthony | Chief Operating Officer/Chief Compliance Officer | Jan 2020 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Leslie F. Bond, Jr. Trust, Dated July 28, 2016 | Trust | Jul 2016 | 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) | 03/18/2026 | 958 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 businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- State Street $1.5B (40% of AUM) Mar 2026
- Northern Trust $992M (26% of AUM) Mar 2026
- J.P. Morgan $412M (11% of AUM) Mar 2026
- BNY Mellon $310M (7% of AUM) Jun 2022
- First Horizon Bank $128M (3% of AUM) Jun 2022
- Bmo Harris Bank N.A. $18.8M (0% of AUM) Jun 2022
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 18, 2026.
View current Form ADV (SEC/IAPD) ↗