G.P. Leach Securities LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$80,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
G.P. Leach Securities LLC provides discretionary investment management primarily to individuals and retirement accounts, offering account-by-account portfolio management with no stated account minimum and charging asset-based advisory fees. The firm manages client portfolios in accordance with each client’s investment objectives, risk tolerance, and time horizon and does not offer proprietary pooled products or wrap fee programs.
The firm employs a systematic, research-driven approach that constructs diversified portfolios mainly from exchange-traded funds, equities, and fixed income, with periodic rebalancing and occasional tactical adjustments. While leverage and complex instruments are not central to its strategy, GPLS discloses limited use of borrowing (margin) and derivatives within separately managed accounts — practices that are uncommon among independent peers.
Founded in 2021 as a small practice, the firm reports modest regulatory assets under management (about $80,000) and provides fully discretionary management while allowing client-imposed restrictions and tailored services. GPLS does not accept performance-based fees, generally recommends Interactive Brokers as custodian, and maintains a written code of ethics and disclosure procedures to document and address potential conflicts.
Client services
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Fee options
Up to 1.00% (100 basis points) annually
Main office location
G.P. Leach Securities LLC
Aledo TX, United States
Number of offices
1
Most active in
G.P. Leach Securities 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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