Leafhouse Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 26, 2026, reports $24.1B in regulatory assets under management, 30 employees, 1 office, and 4,247 accounts.
Assets Under Management
$24.1B
Employees
30
Offices
1 office
Total Clients
4,167
Primary office
AUSTIN, TX
6300 BRIDGEPOINT PARKWAY, BUILDING 1, SUITE 300, AUSTIN, TX, United States
Top client segmentGovernment represent 97.1% of total clients.
Top client categories% of clientsClients
1
Government
97.1%
4,045
2
Pooled Investment Vehicles
1.7%
70
3
Pension Plans
0.7%
29
4
Individuals
0.5%
21
Additional categories (<0.1%)
HNWI<5 clients
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$24.1Bas of March 26, 2026
Discretionary87.8%
$21.2B
88% of total RAUM87.8%
Non-discretionary12.2%
$2.9B
12% of total RAUM12.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$24.1B
Total Accounts4,247
10Y AUM Change+$22.6B (+1506.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee139:1
10Y Employee Change+22 (+275.0%)
* 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.