Leisure Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Costa Mesa, CA. Its latest Form ADV filing, dated March 24, 2026, reports $874M in regulatory assets under management, 10 employees, and 349 accounts.
Assets Under Management
$874M
Employees
10
Offices
--
Total Clients
349
Primary office
COSTA MESA, CA
650 TOWN CENTER DR., SUITE 880, COSTA MESA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 48.7% of total clients.
Top client categories% of clientsClients
1
Individuals
48.7%
170
2
HNWI
48.4%
169
3
Charitable
2.9%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$874Mas of March 24, 2026
Discretionary100.0%
$874M
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.
Latest AUM$874M
Total Accounts349
10Y AUM Change+$537M (+159.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee35:1
10Y Employee Change+3 (+42.9%)
* 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.