# Leder Fiduciary Capital LLC

> 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.

- CRD: 285490
- Filed as: LEDER FIDUCIARY CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellaire, TX
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285490
- AdvisorCensus page: https://advisorcensus.com/firm/leder-fiduciary-capital-llc-bellaire-tx-285490

## Quick answers

**How is Leder Fiduciary Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Leder Fiduciary Capital LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Leder Fiduciary Capital LLC charge?**
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.

**Where is Leder Fiduciary Capital LLC located?**
Leder Fiduciary Capital LLC's principal office is in Bellaire, TX, according to its Form ADV.

**Is Leder Fiduciary Capital LLC registered with the SEC or a state?**
Leder Fiduciary Capital LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 285490.

**How much does Leder Fiduciary Capital LLC manage?**
Leder Fiduciary Capital LLC reports $120,583,877 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (94% discretionary).

**What types of clients does Leder Fiduciary Capital LLC serve?**
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).

**Which custodians does Leder Fiduciary Capital LLC use?**
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.

**Does Leder Fiduciary Capital LLC report any disciplinary disclosures?**
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

**Does Leder Fiduciary Capital LLC state an account minimum?**
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."

**What changed in Leder Fiduciary Capital LLC's recent Form ADV filings?**
In the June 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 22, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> 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.

- Hourly rate: $250 an hour (financial consulting)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $120,583,877
- Discretionary: $113,397,835
- Non-discretionary: $7,186,042

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $5,480,455 |
| High net worth individuals | 20 | $112,911,920 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2,191,502 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Leder Fiduciary Capital LLC (CRD 285490): Form ADV filing data as of October 2026.