← Back to search
LEONARD INVESTMENT ADVISORS INC.
CRD 116712
1900 N W EXPRESSWAY, SUITE 1450, OKLAHOMA CITY, OK, 73118-1812, United States
Phone
405-879-0166
Fax
405-879-0168
Registration
— (—)
Source
State registered
Total AUM
$95.7M
Discretionary AUM
$85.3M
Team
6 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCHARITABLE ORGANIZATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $32.1M |
| High net worth individuals | 37 | $60.8M |
| Charitable organizations | 2 | $2.3M |
| Corporations/business entities | 1 | $546K |
Official SEC filing: View on IAPD