# LEONARD ADVISORY GROUP LLC

LEONARD ADVISORY GROUP LLC of SAINT JOSEPH, MI is an SEC-registered investment adviser.

## Registration

- CRD: 321165
- Type: SEC-registered investment adviser
- SEC file number: 801-137191
- Location: 720 STATE ST, SAINT JOSEPH, MI, 49085
- Phone: 269-588-1362
- Latest filing: 2026-07-30
- Regulatory AUM: $114.1M
- Discretionary AUM: $114.1M
- Clients: 3
- Accounts: 622

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Joshua Thomas Leonard | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Yana Leonard | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/321165/brochure
- Similar advisers: https://search.stillhousedata.com/firm/321165/similar
- Related entities: https://search.stillhousedata.com/firm/321165/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/321165

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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.