# John M. Leonard, LLC

> John M. Leonard, LLC is a state-registered investment advisory firm in Douglas, MI, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 134756
- Filed as: JOHN M. LEONARD, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Douglas, MI
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/134756
- AdvisorCensus page: https://advisorcensus.com/firm/john-m-leonard-llc-douglas-mi-134756

## Quick answers

**How is John M. Leonard, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), John M. Leonard, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is John M. Leonard, LLC located?**
John M. Leonard, LLC's principal office is in Douglas, MI, according to its Form ADV.

**Is John M. Leonard, LLC registered with the SEC or a state?**
John M. Leonard, LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 134756.

**How much does John M. Leonard, LLC manage?**
John M. Leonard, LLC reports $31,703,859 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).

**What types of clients does John M. Leonard, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (11); charitable organizations (2).

**Does John M. Leonard, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/134756

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $31,703,859
- Discretionary: $31,703,859
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $5,635,867 |
| High net worth individuals | 11 | $26,019,302 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 2 | $48,690 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jmlllc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. John M. Leonard, LLC (CRD 134756): Form ADV filing data as of October 2026.