LEPPLA CAPITAL MANAGEMENT LLC

LEPPLA CAPITAL MANAGEMENT LLC is an SEC-registered investment adviser (CRD 156328). Regulatory assets under management: $47.3M.

Registration

• CRD: 156328
• Type: Registered investment adviser
• Phone: 1-415-309-3535
• Latest filing: 2026-02-24
• Regulatory AUM: $47.3M
• Discretionary AUM: $47.3M
• Clients: 5
• Accounts: 18

Business model

Compensation: % of AUM, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156328 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search