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LEONARD INVESTMENT ADVISORS INC.

Advisory

OKLAHOMA CITY, OK

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in OK

#96

of 142 advisers by AUM

Average account

$538K

across 178 accounts

AUM per adviser

$16M

6 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$96M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$96M

Discretionary AUM$85M

Non-Discretionary AUM$10M

Discretionary %89.2%

Total Clients113

Team

Total Employees6

Investment Advisers6

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOK, 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

113 clients

37 high-net-worth

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

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

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CHAPPELWOOD FINANCIAL SERVICES CORP.

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