firm profile
Leonard Investment Advisors Inc.
Overview
Leonard Investment Advisors Inc. is a state registered investment adviser based in Oklahoma City, OK, registered since 2000. It reports $95.7M in assets under management across 178 accounts, with 6 employees. It has 6 investment adviser representatives.
- Reported AUM
- $95.7M
- Discretionary
- 89%
- Accounts
- 178
- Average account
- $538K
- Employees
- 6
- Advisory reps
- 6
- Registered since
- 2000
- Jurisdictions
- 2
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 4
- Robert Leonard Savage Chief Executive Officer, President, Director CRD 815336
- David Ferris Aboud Chief Financial Officer, Director, Executive Vice President CRD 1545223
- Philip Larimore Savage Shareholder CRD 3008519
1 more executive officer, with direct contact details
Advisory reps 3 of 6
- David F Aboud Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1545223
- Elaine B Cowan Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3022744
- Darren W King Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1787836
3 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1900 NW Expressway Ste 1450
Oklahoma City, OK 73118 - County
- Oklahoma
- Metro area
- Oklahoma City, OK
- Region
- South
Registrations
- State registered
- Registered in 2 jurisdictions
Every state, with registration dates
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