Leelyn Smith, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Geneva, IL. Its latest Form ADV filing, dated April 12, 2026, reports $852M in regulatory assets under management, 38 employees, 4 offices, and 1,659 accounts.
Top client segmentIndividuals represent 73.0% of total clients.
Top client categories% of clientsClients
1
Individuals
73.0%
583
2
HNWI
27.0%
216
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$852Mas of April 12, 2026
Discretionary100.0%
$852M
100% of total RAUM100.0%
Non-discretionary0.0%
$57K
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$852M
Total Accounts1,659
10Y AUM Change+$696M (+446.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees38
Clients per Employee21:1
10Y Employee Change+29 (+322.2%)
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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.