# THE LEONARD FINANCIAL GROUP, LLC

THE LEONARD FINANCIAL GROUP, LLC of RIVERSIDE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 123651
- Type: SEC-registered investment adviser
- SEC file number: 801-66650
- Location: 6820 INDIANA AVENUE, RIVERSIDE, CA, 92506
- Phone: 951-781-7320
- Latest filing: 2026-03-30
- Regulatory AUM: $47.8M
- Discretionary AUM: $46.5M
- Non-discretionary AUM: $1.3M
- Clients: 2
- Accounts: 170

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| HICKS KARL L | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| HALL VERNON TRENNISS | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123651/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123651/similar
- Related entities: https://search.stillhousedata.com/firm/123651/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123651

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.