LOUISVILLE, NECRD 323120Latest ADV January 10, 2026
Leibman Financial Servces, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Louisville, NE. Its latest Form ADV filing, dated January 10, 2026, reports $173M in regulatory assets under management, 4 employees, and 573 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.2% of total clients.
Top client categories% of clientsClients
1
Individuals
75.2%
203
2
HNWI
24.8%
67
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$173Mas of January 10, 2026
Discretionary81.1%
$140M
81% of total RAUM81.1%
Non-discretionary18.9%
$33M
19% of total RAUM18.9%
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$173M
Total Accounts573
10Y AUM Change+$173M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee68:1
10Y Employee Change-2 (-33.3%)
* 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.