# Letson Investment Management, Inc.

> Letson Investment Management, Inc. is an SEC-registered investment advisory firm, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 125830
- Filed as: LETSON INVESTMENT MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125830
- AdvisorCensus page: https://advisorcensus.com/firm/letson-investment-management-inc-125830

## Quick answers

**How is Letson Investment Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Letson Investment Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Letson Investment Management, Inc. charge?**
Its Form ADV Part 2A brochure dated March 19, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $3,000,000: 0.75% a year; Above $3,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Letson Investment Management, Inc. registered with the SEC or a state?**
Letson Investment Management, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 125830.

**How much does Letson Investment Management, Inc. manage?**
Letson Investment Management, Inc. reports $296,314,745 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**How have Letson Investment Management, Inc.'s assets and staff changed since 2024?**
In the Form ADV data for Letson Investment Management, Inc.: Regulatory assets under management: $261,458,553 in the October 2024 data and $296,314,745 in the October 2026 data, up 13%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Letson Investment Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (76); individuals (other than high net worth individuals) (29).

**Which custodians does Letson Investment Management, Inc. use?**
Letson Investment Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Letson Investment Management, Inc. 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/125830

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Up to $1,000,000: 1% a year
- $1,000,000 to $3,000,000: 0.75% a year
- Above $3,000,000: 0.5% a year

> LIM is typically compensated for its advisory services by charging you a management fee based on the market value of your assets under management. The fee schedule is set forth below:

> On the first $1,000,000 1.00% On the next $2,000,000 .75% On all amounts in excess of $3,000,000 .50%

> All fees are subject to negotiation.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $296,314,745
- Discretionary: $296,314,745
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $6,904,601 |
| High net worth individuals | 76 | $289,410,144 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $261,458,553 | 2 | August 20, 2024 |
| October 2025 | $290,522,882 | 2 | February 20, 2025 |
| October 2026 | $296,314,745 | 2 | March 19, 2026 |

Regulatory assets under management: $261,458,553 in the October 2024 data and $296,314,745 in the October 2026 data, up 13%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Letson Investment Management, Inc. (CRD 125830): Form ADV filing data as of October 2026.