Advisor at LE Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LE Capital Management LLC
Location
Orlando, FL
Credentials
Series 65
Industry experience
2 years
Cuong Le is the sole advisor at LE Capital Management LLC in Orlando, FL. He holds a Series 65 designation and has two years of industry experience. Prior to founding LE Capital Management, he worked in academic roles at SIU Carbondale and Maryville University and had experience in leasing and homemaking. LE Capital Management is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm employs a fundamentally oriented, value-driven approach focused on individual U.S. stocks and typically manages concentrated, diversified portfolios under an investment policy statement.
Based on LE Capital Management LLC
$0 - $3,000,000: 0.70% $3,000,001 - $4,000,000: 0.65% on assets over $3,000,000 plus $21,000 base fee $4,000,001 - $5,000,000: 0.60% on assets over $4,000,000 plus $27,500 base fee $5,000,001+: 0.55% on assets over $5,000,000 plus $33,500 base fee
Account minimum: $25,000 Minimum fee: Base fees starting at $0 up to $3,000,000 assets with specific base fees for higher tiers (e.g., $21,000 for $3M-$4M, $27,500 for $4M-$5M, $33,500 for over $5M) Fee-only: Yes, firm is fee-only; no commissions accepted.
Orlando, FL
Florida
Le Capital Management, LLC
2023 - Present (3 years)
Homemaking
2022 - 2023 (1 year)
SIU Carbondale, School of Analytics, Finance and Economics
2020 - 2021 (1 year)
SIU Carbondale, School of Analytics, Finance and Economics
2020 - 2021 (1 year)
Homemaking
2020 - 2020 (1 year)
McGaughey Leasing II, LLC
2018 - 2019 (1 year)
Maryville University
2015 - 2020 (5 years)
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Real estate agent
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Other specialized services
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