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Firm profile

Lederer & Associates Investment Counsel

LONG BEACH, CACRD 110376Latest ADV December 8, 2025

Lederer & Associates Investment Counsel is an SEC registered investment adviser organized as a corporation with a primary office location in Long Beach, CA. Its latest Form ADV filing, dated December 8, 2025, reports $244M in regulatory assets under management, 3 employees, and 137 accounts.

Assets Under Management
$244M
Employees
3
Offices
--
Total Clients
137
Primary office
LONG BEACH, CA
5305 EAST 2ND STREET, SUITE 201, LONG BEACH, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEORichard A. Lederer
CCODarin W. Bemis
CIORichard A. Lederer

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 64.2% of total clients.
Top client categories% of clientsClients
1
HNWI
64.2%
88
2
Individuals
32.8%
45
3
Charitable
2.9%
4

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$244Mas of December 8, 2025
Discretionary100.0%
$244M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$244M
Total Accounts137
10Y AUM Change+$70M (+39.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee46:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.