John M. Leonard, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,655,169
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
45
24% high-net-worth
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
45
HighAverage account size
$703,448
About
John M. Leonard, LLC provides portfolio management and financial advisory services to individual investors and, notably, to charitable organizations, as identified in its Form ADV Part 2 (see Item 7: Types of Clients). The firm reports managing approximately $31.7 million in client assets across roughly 45 client relationships.
The brochure describes ongoing portfolio management with periodic account reviews and indicates the firm may exercise investment discretion where agreed (Items 13 and 16). It also discloses the use of market timing as part of its investment methods (Item 8), a practice that is uncommon among independent advisers.
What is distinctive about the firm compared with peers is this combination of serving charitable entities and expressly employing market timing techniques, both of which are statistically rare for independent, solo-practitioner firms. The firm’s relatively concentrated client base and mid-sized asset level further suggest a focused client segment and potentially more customized attention than larger firms.
Client services
Financial planning
Portfolio management
Market timing
Main office location
John M. Leonard, LLC
201 Center Street
Douglas MI 49406-0278, United States
Number of offices
1
Most active in
John M. Leonard, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
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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