Van Leeuwen Retirement & Investment Services is an SEC registered investment adviser organized as a corporation with a primary office location in Richmond, KY. Its latest Form ADV filing, dated March 19, 2026, reports $559M in regulatory assets under management, 3 employees, and 1,231 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.8% of total clients.
Top client categories% of clientsClients
1
Individuals
74.8%
527
2
HNWI
24.5%
173
3
Pension Plans
0.6%
4
4
Charitable
0.1%
1
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$559Mas of March 19, 2026
Discretionary100.0%
$559M
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$559M
Total Accounts1,231
10Y AUM Change+$559M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee235:1
10Y Employee Change0 (0.0%)
* 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.