Patrick Maxwell has been Shareholder of Leisure Capital Management since January 2018, is a control person of the firm and directly owns under 5% of it. Patrick Maxwell holds a Bachelor's degree in economics with an emphasis in accounting from the University of California, Santa Barbara.
Leisure Capital Management, Inc. is a Costa Mesa, CA firm with $874M under management, 349 clients and 6 advisers in one office, as of its March 2026 filing.
Patrick Maxwell is Principal and Senior Investment Officer of Leisure Capital Management. He has worked in investment management since 2007. As a member of the firm's Investment Committee, he is responsible for research across the breadth of the firm's investment portfolios, handles trading and marketing for the firm, and manages numerous client accounts.
- – present · 12 yearsCosta Mesa, CA · Adviser representative · Firm CRD 120374
Professional designations
Listed by Leisure Capital Management
- Chartered Financial Analyst (CFA)
- Chartered Alternative Investment Analyst (CAIA)
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Chartered SRI Counselor (CSRIC)
Investment adviser representative registrations
Patrick Maxwell is registered as an investment adviser representative in California, since August 2014.
- CaliforniaSince 14 August 2014
Examinations
No examinations are on Patrick Maxwell’s record.
- Full name
- Patrick Mitchell Maxwell
- CRD
- 6384108
- Firm
- Leisure Capital Management · CRD 120374
- Role
- Shareholder
- Office
- 650 TOWN CENTER DR., SUITE 880, Costa Mesa, CA 92626-1989
- Registration
- Investment adviser registration
- In the industry since
- August 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- leisurecapital.com
Where does Patrick Maxwell work?
Patrick Maxwell has been Shareholder of Leisure Capital Management, Inc. since January 2018, and is a control person of the firm.
Is Patrick Maxwell a financial advisor?
Yes. Patrick Maxwell has a current investment-adviser registration in California, through Leisure Capital Management since August 2014.
How many years of experience does Patrick Maxwell have?
Patrick Maxwell has 12 years in the financial industry, since August 2014, across 1 adviser firm.
Where is Patrick Maxwell based?
Patrick Maxwell’s registered office is in Costa Mesa, CA.
Is Patrick Maxwell registered with FINRA?
No. Patrick Maxwell has no current broker registration.
Is Patrick Maxwell a CFP?
Leisure Capital Management lists Patrick Maxwell with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
Is Patrick Maxwell a CFA charterholder?
Leisure Capital Management lists Patrick Maxwell with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Patrick Maxwell’s record?
Search CRD 6384108 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Maxwell’s full registration record.
Marr LeisurePresident, CCO, CIO, Co-Trustee of the Leisure Family Trust Dated 05/19/1995
Gideon BernsteinSecretary/Board of Directors (Since 2011), Co-Trustee of the Bernstein Family Trust Dated 12/17/2010 (Since 2014)
Raymond RobinsonTreasurer, Board of Directors- Anne LeisureCo-Trustee of the Leisure Family Trust Dated 05/19/1995
- Jeanne PepperCo-Trustee of the Bernstein Family Trust