The LEAFHOUSE FINANCIAL ADVISORS, LLC is a privately held investment adviser that advises $24.08Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. LEAFHOUSE FINANCIAL ADVISORS, LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 86.63% over the last 5-years.
The Group has been registered with the SEC for 12.71 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 6300 BRIDGEPOINT PARKWAY BUILDING 1, SUITE 300, AUSTIN, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 17 employees comprised of 8 investment and 9 non-investment staff. The total number of Employees decreased by 15% over the last 5-years.
Their $24.08Bn in assets advised are owned by 70 private funds, 0 public funds and BDCs and 4,074 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $20.21Bn or 83.93% of Total Assets and Government Entities and Pension Plans own $3.35Bn or 13.89% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Pension and Profit Sharing Plans-Private and Government Entities and Pension Plans.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
LEAFHOUSE FINANCIAL ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.