Leder Fiduciary Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$120,583,877
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
30
67% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$4,019,463
About
Leder Fiduciary Capital LLC provides investment advisory and financial consulting services to individuals (including high‑net‑worth clients) as well as charitable organizations, foundations, trusts, corporations and employer-sponsored retirement plans. Portfolio management is offered on both discretionary and non‑discretionary bases, and the firm includes financial planning as a complimentary component of its portfolio management engagements.
The firm constructs bespoke portfolios while also offering model portfolios, documenting asset allocation in an Investment Policy Statement and monitoring and rebalancing accounts over time. Its investment process emphasizes low‑cost, no‑load mutual funds and ETFs, a preference for passive/index exposures, attention to tax efficiency (including specific tax‑lot identification), and uses both fundamental analysis and modern portfolio theory to inform decisions.
As a single‑advisor independent firm with a small client base, it is notable for also serving pension/profit‑sharing and other institutional clients — a client mix that is uncommon for firms of this size and type. The adviser uses an institutional custodian platform to access institutional tools and research and frames its role as ongoing financial consulting, describing its relationship with clients akin to a personal chief financial officer.
Client services
Portfolio management
Financial consulting
Expertise
Wealth management
Passive / index investing
Tax-loss harvesting
College savings (529s, UTMA, etc.)
General retirement planning
Fee options
$0 - $1,000,000: 0.65% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.55% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $15,000,000: 0.35% $15,000,001+: 0.25%
$250/hour (in highly unusual circumstances for financial consulting)
Account minimum: $250,000 Fee-only: Portfolio management fees based on tiered schedule; financial consulting generally complementary, except $250/hour in unusual cases
Main office location
Leder Fiduciary Capital LLC
6300 West Loop South, Suite 280
Bellaire TX 77401, United States
Number of offices
1
Most active in
Leder Fiduciary Capital LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 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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