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LEADERSHIP FINANCIAL ADVISORS, LLC

Advisory

FRISCO, TX

Data as of Feb 24, 2026 · Source: SEC Form ADV

Rank in TX
#2,127
of 2,813 advisers by AUM
Average account
$162K
across 128 accounts
AUM per adviser
$21M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM
$21M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$21M
Discretionary AUM$0
Non-Discretionary AUM$21M
Discretionary %0%
Total Clients37
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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