Leonard Advisory Group LLC: new SEC registration, $114M AUM, Saint Joseph, MI
Leonard Advisory Group LLC (Saint Joseph, Michigan): new SEC registration, $114M AUM, Saint Joseph, MI. Its amount of 114 is below the median of 134 (30th percentile). Dated 49 days ago, it serves as a historical benchmark. Score 75/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 114 · 30th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 26 related MI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Leonard Advisory Group LLC |
| Legal name | Leonard Advisory Group LLC |
| CRD | 321165 |
| Status | Approved |
| Registered with the SEC | 2026-09-16 |
| Latest Form ADV filing | 2026-09-18 |
| Location | Saint Joseph, MI, United States |
| Regulatory AUM | $114,057,714 |
| Accounts | 622 |
| Employees | 3 |
| Website | https://www.linkedin.com/company/leonard-advisory-group |
| amount percentile | 30th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (27 MI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-09-16
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MI first): Modell Capital Management LLC · Mbx Investors LLC · Vertrix Wealth Management, LLC · Marnell Management LLC · Northern Edge Wealth Management · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Leonard Advisory Group LLC and 27 Michigan peers
- Michigan NewRiaPulse records like this one: 27
- Leonard Advisory Group LLC's amount: 30th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Michigan peer: $5,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
75 / 100 Score
- Registered in the last 60 days.
- $114M under management.
- Website on file.
What is the NewRiaPulse record for Leonard Advisory Group LLC in Saint Joseph, Michigan?
Leonard Advisory Group LLC received SEC registration as an investment adviser (2026-09-16) with $114,057,714 in regulatory assets under management, based in Saint Joseph, MI.
How does Leonard Advisory Group LLC compare to other Michigan NewRiaPulse records?
Its amount of 114 is below the median (30th percentile); smaller records often move faster and face less competition. It is 49 days old; check the official source for later updates before acting. Its Score of 75/100 puts it among the stronger signals in this feed.
Leonard Advisory Group LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
| Endeavor Advisors LLC | Phoenix, AZ | 114 | 30th | 2026-09-14 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Michigan NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.