# LEAFHOUSE FINANCIAL ADVISORS, LLC

LEAFHOUSE FINANCIAL ADVISORS, LLC of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 149694
- Type: SEC-registered investment adviser
- SEC file number: 801-78809
- Location: 6300 BRIDGEPOINT PARKWAY, BUILDING 1, SUITE 300, AUSTIN, TX, 78730
- Phone: (512) 879-1505
- Latest filing: 2026-07-10
- Regulatory AUM: $24.1B
- Discretionary AUM: $21.1B
- Non-discretionary AUM: $2.9B
- Clients: 17
- Accounts: 4,224

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| James Shields | CHIEF COMPLIANCE OFFICER | Southlake, TX |
| Michael Edward Annin | FIDUCIARY SOLUTIONS DEPARTMENT, PRESIDENT | — |
| Richard Scott Price | CHAIRMAN & CHIEF EXECUTIVE OFFICER | — |
| Jesse Joseph Keig | CHIEF FINANCIAL OFFICER / DIRECTOR | — |
| Todd Aaron Kading | MANAGING MEMBER; PRESIDENT & CHIEF EXECUTIVE OFFICER | — |
| Dallas Marie Villarreal | SVP, OPERATIONS & CCO | — |
| David Seth Packard | CLASS C MEMBER | — |
| Andrew John Aschettino | CHIEF FINANCIAL OFFICER | — |
| Kassandra Theresa Hendrix | CHIEF OPERATING OFFICER | — |
| BROWN EDWARD | CHIEF OPERATING OFFICER; SVP, SALES STRATEGY | — |
| KADING TODD AARON | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER (+3 more) | — |
| WEAVER NEAL MAVERICK | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| MCBURNEY MARLEY ELYSE | CHIEF COMPLIANCE OFFICER; OPERATIONS COORDINATOR AND CHIEF COMPLIANCE OFFICER | — |
| VILLARREAL DALLAS MARIE | CHIEF COMPLIANCE OFFICER; SVP, OPERATIONS & CCO | — |
| Sorensen STUART COATES | CHIEF FINANCIAL OFFICER; SVP, FINANCE | — |
| PACKARD DAVID SETH | CLASS C MEMBER | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2022-07-22 | regulatory | THE SEC ALLEGED THAT THE FIRM VIOLATED SECTIONS 206(2) AND 206(4) OF THE ADVISERS ACT AND RULE 206(4)-7 PROMULGATED THEREUNDER. | Final | $170K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149694/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149694/similar
- Related entities: https://search.stillhousedata.com/firm/149694/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149694

---

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.