# Lynnleigh & Company, LLC

> Lynnleigh & Company, LLC is an SEC-registered investment advisory firm in Pittsford, NY, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 285044
- Filed as: LYNNLEIGH & COMPANY, LLC
- Also doing business as: J. CURTIS WEALTH ADVISORY SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsford, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285044
- AdvisorCensus page: https://advisorcensus.com/firm/lynnleigh-and-company-llc-pittsford-ny-285044

## Quick answers

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

**Where is Lynnleigh & Company, LLC located?**
Lynnleigh & Company, LLC's principal office is in Pittsford, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Lynnleigh & Company, LLC registered with the SEC or a state?**
Lynnleigh & Company, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 285044.

**How much does Lynnleigh & Company, LLC manage?**
Lynnleigh & Company, LLC reports $161,537,057 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Lynnleigh & Company, LLC's assets and staff changed since 2021?**
In the Form ADV data for Lynnleigh & Company, LLC: Regulatory assets under management: $94,126,724 in the October 2021 data and $161,537,057 in the October 2026 data, up 72%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lynnleigh & Company, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (224); high net worth individuals (57); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Lynnleigh & Company, LLC use?**
Lynnleigh & Company, 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 Lynnleigh & Company, 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/285044

**Does Lynnleigh & Company, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "LynnLeigh generally does not impose a minimum account size for establishing a relationship."

**What changed in Lynnleigh & Company, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $134,634,429 to $161,537,057 (+20%).

## 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 31, 2026)

- Account minimum: None

> LynnLeigh generally does not impose a minimum account size for establishing a relationship.

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: $161,537,057
- Discretionary: $161,537,057
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 224 | $70,086,240 |
| High net worth individuals | 57 | $86,977,699 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $4,473,118 |
| 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
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (7 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Rochester, NY

### Websites listed on Form ADV (Item 1.I)
- jcurtiswealthadvisory.com
- lynnleighco.com
- Facebook @LynnLeighCo
- LinkedIn @lynnleigh-company-llc
- YouTube @UCgDNoUxpMny32jIaciFqUww

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $94,126,724 | 5 | March 30, 2021 |
| October 2022 | $112,144,171 | 5 | August 8, 2022 |
| October 2023 | $102,803,984 | 5 | June 21, 2023 |
| October 2024 | $112,317,737 | 5 | March 29, 2024 |
| October 2025 | $134,634,429 | 5 | March 31, 2025 |
| October 2026 | $161,537,057 | 5 | March 31, 2026 |

Regulatory assets under management: $94,126,724 in the October 2021 data and $161,537,057 in the October 2026 data, up 72%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $134,634,429 to $161,537,057 (+20%).

### January 2026
- No longer registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lynnleigh & Company, LLC (CRD 285044): Form ADV filing data as of October 2026.