Belinda Leslie A Registered Investment Adviser, Inc.

The firm provides investment advisory and financial planning services to a small client base that includes individual and high‑income clients, as well as some pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. As of December 31, 2025, it managed approximately $18,043,019 in client assets across roughly 24 accounts.

The firm’s investment process uses both fundamental and technical analysis and employs long‑term and short‑term purchase strategies, with portfolios tailored to clients’ objectives, risk tolerance, and liquidity needs. Portfolio management is carried out primarily on a non‑discretionary basis—clients are asked to approve transactions before execution—and accounts are monitored continuously with formal reviews at least annually.

What distinguishes the firm relative to many peers is the predominance of non‑discretionary assets under management, which supports a more consultative, client‑approved implementation approach rather than routine trading authority. The firm also offers standalone financial planning that clients may implement independently and routinely recommends Charles Schwab as custodian, from whom it receives research and operational support.