RIA Intel›Advisers›Illinois›LENITY FINANCIAL, INC.

LENITY FINANCIAL, INC.

Advisory

GENEVA, IL

Data as of May 6, 2026 · Source: SEC Form ADV

Rank in IL

#1,043

of 1,719 advisers by AUM

Average account

$1M

across 62 accounts

AUM per adviser

$44M

2 advisers

Source: SEC Form ADV. Figures as filed May 6, 2026.

Total AUM

$87M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$87M

Discretionary AUM$86M

Non-Discretionary AUM$1M

Discretionary %98.6%

Total Clients62

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL, 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

62 clients

60 high-net-worth

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

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