Leechgary Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,000,000
Total clients
23
22% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
12
Average account size
$1,000,000
About
Leech Gary Asset Management serves executives, entrepreneurs, professionals, retirees and other individual investors, providing discretionary portfolio management and comprehensive financial planning. The firm reports about $23 million in assets under management across roughly 23 client accounts and typically bills advisory fees as a percentage of AUM.
The firm employs a flexible strategy that blends concentrated positions with broader market diversification, investing in individual stocks, bonds, ETFs and mutual funds across balanced, growth and conservative mandates. Investment selection is primarily value‑oriented and multi‑cap, supported by fundamental analysis (with limited use of technical analysis), a stock focus list of roughly 150–200 companies, and routine monitoring on weekly, monthly and quarterly schedules.
Distinctive features include a small adviser-to-client scale (two advisers serving about 23 clients) and leadership the brochure reports as having more than 70 years of combined investment experience, which the firm says underpins regular portfolio review. The brochure also discloses historical NASD arbitration settlements involving a supervised person in the 1990s; the firm does not charge performance‑based fees and states that staff do not trade securities recommended to clients.
Client services
Expertise
Occupation focus
Fee options
$100,000 - $249,900: 1.5% $250,000 - $499,900: 1.25% $500,000 - $999,999: 1.0% $1,000,000+: Negotiable
Account minimum: $100,000
Main office location
Leechgary Asset Management LLC
2494 Jett Ferry Road, Suite 209
Atlanta GA 30338, United States
Number of offices
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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