# Lefleur Financial

> Lefleur Financial is a state-registered investment advisory firm in Jackson, MS, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 174156
- Filed as: LEFLEUR FINANCIAL
- Legal name: Lefleur Financial Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jackson, MS
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/174156
- AdvisorCensus page: https://advisorcensus.com/firm/lefleur-financial-jackson-ms-174156

## Quick answers

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

**Where is Lefleur Financial located?**
Lefleur Financial's principal office is in Jackson, MS, according to its Form ADV.

**Is Lefleur Financial registered with the SEC or a state?**
Lefleur Financial is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 174156.

**How much does Lefleur Financial manage?**
Lefleur Financial reports $23,173,895 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (100% discretionary).

**What types of clients does Lefleur Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24); high net worth individuals (8).

**Does Lefleur Financial 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/174156

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $23,173,895
- Discretionary: $23,173,895
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $4,373,401 |
| High net worth individuals | 8 | $18,800,494 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lefleurfinancial.com
- Facebook @LEFLEURFINANCIAL
- LinkedIn @JOSHUANORRIS
- X @JOSHNORRISJXN

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lefleur Financial (CRD 174156): Form ADV filing data as of October 2026.