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Leder Fiduciary Capital LLC

EST. AUM
$120,583,877

CONTACTS

CLIENT ACCOUNTS
143

Firm Details

Metro area Houston
CRD Number 285490
Website lederfidcap.com
Client types

Overview

Leder Fiduciary Capital LLC is an SEC-registered investment advisory firm headquartered in Bellaire, Texas, founded in 2016 by Jason S. Leder, CFA. The firm provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth families, entrepreneurs, and institutional clients. Its investment philosophy centers on research-driven, low-cost, long-term investing, with a strong emphasis on fiduciary responsibility, customized asset allocation, and client-specific portfolio construction. As of its most recent regulatory filing, the firm managed approximately $120.6 million in regulatory assets under management (AUM).

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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