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LEONARD ADVISORY GROUP LLC

SAINT JOSEPH, MI · CRD 321165 · IAPD ↗ · 269-588-1362

$114.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
October 2026 — LEONARD ADVISORY GROUP LLC (SAINT JOSEPH, MI) is newly SEC-registered with $114.1M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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