Leading Edge Financial Planning Llc
- Regulatory AUM
- $522M
- Discretionary
- $522M
- Clients
- 302
- Avg AUM / client
- $1.7M
- Accounts
- 1,678
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 20, 2026
Investments (13F portfolio — 72 positions, $475,239,278)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | STATE STREET SPD | $70,011,329 | 914,702 | 14.7% | 13.4% |
| 2 | Dimensional Etf Trust | INTL CORE EQUITY | $69,516,527 | 1,956,559 | 14.6% | 13.3% |
| 3 | Dimensional Etf Trust | US HIGH PROFITAB | $44,114,675 | 1,200,073 | 9.28% | 8.45% |
| 4 | Schwab Strategic Tr | US BRD MKT ETF | $41,186,154 | 1,640,882 | 8.67% | 7.89% |
| 5 | Dimensional Etf Trust | US SMALL CAP VAL | $33,963,461 | 969,277 | 7.15% | 6.51% |
| 6 | Dimensional Etf Trust | EMERGING MKTS CO | $30,013,597 | 868,700 | 6.32% | 5.75% |
| 7 | American Centy Etf Tr | US LARGE CAP VLU | $28,000,649 | 347,359 | 5.89% | 5.37% |
| 8 | Spdr Series Trust | STATE STREET SPD | $27,028,364 | 1,054,971 | 5.69% | 5.18% |
| 9 | Dimensional Etf Trust | CORE FIXED INCOM | $26,854,728 | 636,067 | 5.65% | 5.15% |
| 10 | Dimensional Etf Trust | INFLATION PROTE | $21,486,810 | 515,024 | 4.52% | 4.12% |
| 11 | American Centy Etf Tr | REAL ESTATE ETF | $9,942,791 | 225,870 | 2.09% | 1.91% |
| 12 | Vanguard Scottsdale Fds | SHRT TRM CORP BD | $9,806,434 | 123,709 | 2.06% | 1.88% |
| 13 | Vanguard Charlotte Fds | TOTAL INT BD ETF | $9,469,759 | 197,082 | 1.99% | 1.81% |
| 14 | Ishares Tr | GLOBAL REIT ETF | $7,451,883 | 296,298 | 1.57% | 1.43% |
| 15 | Dimensional Etf Trust | ULTRASHORT FIXED | $7,089,461 | 139,804 | 1.49% | 1.36% |
| 16 | American Centy Etf Tr | US SML CP VALU | $2,506,250 | 22,687 | 0.53% | 0.48% |
| 17 | Vanguard Index Fds | MCAP VL IDXVIP | $2,443,619 | 13,260 | 0.51% | 0.47% |
| 18 | Wisdomtree Tr | US EFFICIENT COR | $2,078,341 | 39,853 | 0.44% | 0.4% |
| 19 | American Centy Etf Tr | AVANTIS EMGMKT | $2,014,519 | 25,000 | 0.42% | 0.39% |
| 20 | World Gold Tr | SPDR GLD MINIS | $1,704,526 | 18,390 | 0.36% | 0.33% |
| 21 | Spdr Series Trust | STATE STREET SPD | $1,682,194 | 18,357 | 0.35% | 0.32% |
| 22 | Dimensional Etf Trust | INTL CORE EQT MK | $1,658,220 | 42,562 | 0.35% | 0.32% |
| 23 | Invesco Qqq Tr | UNIT SER 1 | $1,515,087 | 2,625 | 0.32% | 0.29% |
| 24 | Schwab Strategic Tr | US LRG CAP ETF | $1,435,905 | 56,003 | 0.3% | 0.28% |
| 25 | American Centy Etf Tr | INTL EQT ETF | $1,388,491 | 16,366 | 0.29% | 0.27% |
Top 25 of 72 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) | 109 | $102M | 19.5% |
| High net worth individuals | 193 | $420M | 80.5% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Patrick Mattingly | Chief Executive Officer And Chief Compliance Officer | CFP | Jun 2015 (11y) | 25% – 50% |
| Kevin Nicholas Gormley | Chief Financial Officer | CFP | Jun 2015 (11y) | 25% – 50% |
| Jason Eric Reagan | Registered representative | CFP | Aug 2020 (6y) | |
| Andrew James Christopher | Registered representative | CFP CFA | Jun 2023 (3y) | |
| Mark Covell | Registered representative | Aug 2023 (3y) | ||
| Nolan Clark | Registered representative | CFP | Nov 2024 (2y) | |
| Jonathan Schultz | Registered representative | Jan 2025 (2y) | ||
| Zack Henry Payne | Registered representative | CFP | Jan 2026 (1y) | |
| Jonathan Brooks Groover | Registered representative | CFP | Jun 2026 (0y) |
Undisclosed: 0% – 50% 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 (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 1010 KB | View · PDF · Source ↗ |
| Form ADV (full filing) | 06/11/2026 | 1020 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
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $510M (98% of AUM) Jul 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: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗