Leibman Financial Servces, Inc.
- Regulatory AUM
- $173M
- Discretionary
- $140M
- Clients
- 270
- Avg AUM / client
- $641K
- Accounts
- 573
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 203 | $50.6M | 29.2% |
| High net worth individuals | 67 | $122M | 70.4% |
| Charitable organizations | Fewer than 5 clients | $580K | 0.34% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Edward Leibman | President | Chartered Financial Consultant | Jan 2000 (27y) | 25% – 50% |
| William Daniel Garver | Chief Compliance Officer | Oct 2022 (4y) | 10% – 25% | |
| Caitlin Clair Leibman | Vice President | Jan 2023 (4y) | 10% – 25% | |
| Gregory G Leibman | Vice President | Jan 2023 (4y) | 10% – 25% | |
| Whitney Elizabeth Engle | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 45% 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) | 01/10/2026 | 948 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
- LPL Financial $173M (100% of AUM) Jan 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: Jan 10, 2026.
View current Form ADV (SEC/IAPD) ↗