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LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC

BEVERLY HILLS, CA · CRD 289401 · IAPD ↗ · 310-237-7594

$1.50BRegulatory AUM
52Advisory reps
73Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

66
April 2026 — LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC grew from 46 to 52 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC reported RAUM up 27% ($1.01B -> $1.29B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2024 — LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC crossed $1B in regulatory AUM ($709.1M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.