{
  "crd_number": 285490,
  "slug": "leder-fiduciary-capital-llc-bellaire-tx-285490",
  "primary_business_name": "LEDER FIDUCIARY CAPITAL LLC",
  "legal_name": "LEDER FIDUCIARY CAPITAL LLC",
  "dbas": [],
  "city": "Bellaire",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-05-26",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-04-22",
  "carried_forward": false,
  "raum_total": 120583877.0,
  "raum_discretionary": 113397835.0,
  "raum_non_discretionary": 7186042.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 5480455.0,
      "count": 10
    },
    "pension_profit_sharing": {
      "raum": 2191502.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 112911920.0,
      "count": 20
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://lederfidcap.com",
    "https://lederfiduciarycapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285490",
  "city_as_filed": "BELLAIRE",
  "url": "https://advisorcensus.com/firm/leder-fiduciary-capital-llc-bellaire-tx-285490",
  "display_name": "Leder Fiduciary Capital LLC",
  "summary": "Leder Fiduciary Capital LLC is an SEC-registered investment advisory firm in Bellaire, TX, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 22, 2026.",
  "citation": "AdvisorCensus. Leder Fiduciary Capital LLC (CRD 285490): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Leder Fiduciary Capital LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Leder Fiduciary Capital LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Leder Fiduciary Capital LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated April 22, 2026 states: Hourly rate: $250 an hour (financial consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Leder Fiduciary Capital LLC located?",
      "a": "Leder Fiduciary Capital LLC's principal office is in Bellaire, TX, according to its Form ADV."
    },
    {
      "q": "Is Leder Fiduciary Capital LLC registered with the SEC or a state?",
      "a": "Leder Fiduciary Capital LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 285490."
    },
    {
      "q": "How much does Leder Fiduciary Capital LLC manage?",
      "a": "Leder Fiduciary Capital LLC reports $120,583,877 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (94% discretionary)."
    },
    {
      "q": "What types of clients does Leder Fiduciary Capital LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (20); individuals (other than high net worth individuals) (10); pension and profit sharing plans (but not the plan participants or government pension plans) (1)."
    },
    {
      "q": "Which custodians does Leder Fiduciary Capital LLC use?",
      "a": "Leder Fiduciary Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Leder Fiduciary Capital LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285490"
    },
    {
      "q": "Does Leder Fiduciary Capital LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 22, 2026 says: \"In general, we require a minimum of $250,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.\""
    },
    {
      "q": "What changed in Leder Fiduciary Capital LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 22, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (financial consulting)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, we require a minimum of $250,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (financial consulting)"
        ],
        "quotes": [
          "In the highly unusual circumstances that the clients' needs require a very substantial incremental time commitment on our part, we reserve the right to bill at $250/hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial consulting"
        }
      ]
    },
    "quotes": [
      "In general, we require a minimum of $250,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.",
      "In the highly unusual circumstances that the clients' needs require a very substantial incremental time commitment on our part, we reserve the right to bill at $250/hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/leder-fiduciary-capital-llc-bellaire-tx-285490.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 5480455.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 20,
      "fewer_than_5": false,
      "raum": 112911920.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2191502.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285490",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}