RIA Intel›Advisers›North Carolina›LEEP ASSET MANAGEMENT, LLC

LEEP ASSET MANAGEMENT, LLC

Advisory

CHARLOTTE, NC

Data as of Jan 27, 2026 · Source: SEC Form ADV

Average account

$457K

across 35 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients35

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, SC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

35 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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