LEONARD INVESTMENT ADVISORS INC.

LEONARD INVESTMENT ADVISORS INC. of OKLAHOMA CITY, OK is an SEC-registered investment adviser (CRD 116712). Regulatory assets under management: $95.7M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 116712
• Type: Registered investment adviser
• Location: 1900 N W EXPRESSWAY, OKLAHOMA CITY, OK, 73118-1812
• Phone: 405-879-0166
• Latest filing: 2026-03-30
• Regulatory AUM: $95.7M
• Discretionary AUM: $85.3M
• Non-discretionary AUM: $10.4M
• Clients: 6
• Accounts: 178

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116712 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search