John Le
Advisor at Cambiar Investors, LLC
Updated today
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
Cambiar Investors, LLC
Location
Denver, CO 80206
Credentials
Series 63, Series 66
Industry experience
21 years
About
John Le is a financial advisor at Cambiar Investors, LLC in Denver, CO, with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at BMJ & J LLC as well as Foreside Fund Services, LLC. At Cambiar Investors, he serves as Senior Vice President of Marketing, focusing on the development and maintenance of marketing materials. Cambiar Investors provides discretionary investment management to a diverse client base, including mutual funds, pension plans, endowments, and individual investors. The firm employs an analyst-led, fundamental relative-value investment process and manages portfolios that are generally benchmark-agnostic and relatively concentrated.
Expertise
Based on Cambiar Investors, LLC
Wealth management
Active portfolio management
Concentrated stock management
ESG / Sustainable investing
Fee options
$0+: 0.35% to 1.00% annually (negotiable for Separate Accounts) $50,000 - $250,000: Minimum initial investment range for Wrap fee programs determined by sponsor $250,000+: Minimum initial investment generally required for Wrap fee clients with directed brokerage agreements $0+: 0.25% to 1.0% annually (negotiated fee range received for SMA/UMA/model portfolios) $0+: 0.40% to 0.75% annually for Cambiar Investors Collective Investment Trust $0+: 0.50% to 1.0% annually for Private Fund(s), depending on class or tranche
Up to 20% incentive allocation (performance-based fee) on net profits for Private Fund(s), subject to loss recovery or hurdle rate
Account minimum: $5,000,000 Fee-only: Advisory fees charged as percentage of AUM, no commissions charged by firm itself
Location
200 Columbine Street, Uite 800
Denver, CO 80206
Most active in
John L has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
BMJ & J LLC
2008 - 2019 (11 years)
Foreside Fund Services, Llc
2007 - Present (19 years)
Cambiar Investors, LLC
2007 - Present (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Zack G
CFP®
Denver, CO
True Riches Financial Planning
Nicholas W
CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Bart S
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
Timothy S
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
Theresa K
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
Chris L
Series 63, Series 66
Centennial, CO
Visionary Planning & Investment, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")