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LEISURE CAPITAL MANAGEMENT, INC.
CRD 120374 · SEC 801-61416
650 TOWN CENTER DR., SUITE 880, COSTA MESA, CA, 92626-1989, United States
Phone
(714) 384-4050
Fax
(714) 384-4051
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$874.0M
Discretionary AUM
$874.0M
Team
10 total employees; 6 advisory reps; 10 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 170 | $117.9M |
| High net worth individuals | 169 | $727.6M |
| Charitable organizations | 10 | $28.5M |
States served
CA, LA, PR, TX
All web addresses on file
Official SEC filing: View on IAPD