LeConte Wealth Management provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation. Financial planning was provided to 251–500 clients last fiscal year.
LeConte Wealth Management reports 332 clients. They include 254 individual clients and 78 high-net-worth individuals. Of its assets, 99.8% ($346M across 873 accounts) are managed with discretion; $664K across 1 account is not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 30% |
| High-net-worth individuals | 23% | 70% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 254 | $105M | 30.1% | $411K |
| High-net-worth individuals | 78 | $242M | 69.8% | $3.1M |
| Charitable organizations | Fewer than 5 | $194K | 0.1% | — |
| Total | 332 | $347M | 100% | — |
- Clients
- 254
- Regulatory AUM
- $105M
- AUM share
- 30.1%
- Avg. per client
- $411K
- Clients
- 78
- Regulatory AUM
- $242M
- AUM share
- 69.8%
- Avg. per client
- $3.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $194K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 332
- Regulatory AUM
- $347M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
LeConte Wealth Management charges 0.90%–1.50% a year for its Discretionary Asset Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.50% |
| $500K–$1M | 1.25% |
| $1M–$2M | 1.10% |
| $2M–$5M | 1.00% |
| $5M and above | 0.90% |
Fee details and sources
Other fees
- Advisory Consulting Services
- An hourly fee of $250 for advisory consulting, negotiable, with a two-hour minimum estimate.
- Purpose Built Planning
- An annual fee generally ranging from $2,500 to $15,000, negotiable by plan complexity and scope; the initial consultation is complimentary for up to an hour.
- Tax Preparation
- Stand-alone tax preparation is billed at an hourly rate of $250, with a typical return taking 2 to 3 hours.
Kevin Painter owns 25% to 50% of LeConte Wealth Management. The leadership team of LeConte Wealth Management includes Chief Compliance Officer Kevin Painter. It has 11 employees, 6 of them in advisory roles.
Staff
- 11 employees
- 6 in advisory functions
- 6 state-registered reps
- 2 insurance agents
- Owns 25% to 50% of Leconte Wealth Management, LLC
Kevin Painter
Control person · since March 2007
- Owns 25% to 50% of Leconte Wealth Management, LLC
Hoy Grimm
Control person · since March 2007
- Owns 10% to 25% of Leconte Wealth Management, LLC
Jonathan Dockery
Control person · since January 2019
LeConte Wealth Management’s regulatory assets grew 1.6× from $210M (June 2021) to $347M (March 2026); clients rose from 210 to 332 and employees from 7 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $347M | 332 | 11 | 2 |
| Mar 2025March 2025 | $310M | 299 | 10 | 2 |
| Feb 2024February 2024 | $262M | 280 | 10 | 1 |
| Feb 2023February 2023 | $209M | 245 | 9 | 1 |
| Feb 2022February 2022 | $227M | 222 | 9 | 1 |
| Jun 2021June 2021 | $210M | 210 | 7 | 1 |
Besides its headquarters, LeConte Wealth Management has 1 office, with 2 listed addresses in 1 state.
Tennessee · 2 listed addresses
- 333 East Broadway Ave, 4th Floor, MaryvilleHQ
- 2605 Elm Hill Pike, Nashville
Contact and registration details
- Legal name
- Leconte Wealth Management, LLC
- Headquarters
- 333 East Broadway Ave, 4th Floor, Maryville, TN 37804
- Website
- lecontewealth.com
- Phone
- 865-379-8200
- @leconte-wealth-management-llc
- SEC file
- 801-78438
- Founded
- 2013
- Structure
- Tennessee LLC
- Fiscal year end
- December
LeConte Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($345M, 100%) and Nationwide Securities ($944K, 0%). LeConte Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · West Lake, TX · $345M100%
- Nationwide SecuritiesNationwide Securities, LLC · Grandview Heights, OH · $944K0%
At year end, LeConte Wealth Management’s separately managed accounts were largely in bonds (36%) and stocks (35%). Its reported 13F holdings for the quarter ended 30 June 2026 total $184M across 179 positions; the largest are Invesco Exchange Traded FD T (10.8%), iShares TR (6.3%) and Vanguard Scottsdale Fds (4.9%).
What the accounts hold
- Stocks35%
- Exchange-traded equities34%
- Non-exchange-traded equities1%
- Funds25%
- Registered funds24%
- Pooled vehicles1%
- Bonds36%
- State and local bonds20%
- Investment grade corporate bonds15%
- U.S. government and agency bonds1%
- Cash3%
- Other1%
- Variable annuity subaccounts1%
How many clients does LeConte Wealth Management have?
LeConte Wealth Management has 332 clients and manages $347 million for them, as of March 2026. They include 254 individual clients and 78 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 March 2026
What services does LeConte Wealth Management offer?
LeConte Wealth Management provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does LeConte Wealth Management charge?
LeConte Wealth Management charges 0.90%–1.50% a year for its Discretionary Asset Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: LECONTE WEALTH MANAGEMENT, LLC ADV BROCHURE, filed 13 March 2026
Which custodians does LeConte Wealth Management use?
LeConte Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (West Lake, TX), with $345M and Nationwide Securities, LLC (Grandview Heights, OH), with $944K. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 March 2026
How many financial advisors does LeConte Wealth Management have?
LeConte Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 11 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does LeConte Wealth Management invest in?
At the end of its last fiscal year, LeConte Wealth Management’s separately managed accounts held 34% exchange-traded equities, 24% registered funds (mutual funds, ETFs, BDCs), 20% state and local bonds, 15% investment grade corporate bonds, 3% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Variable Annuity Subaccounts.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns LeConte Wealth Management?
LeConte Wealth Management’s direct owners are Kevin Painter, Hoy Grimm and Jonathan Dockery, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 13 March 2026
How does LeConte Wealth Management get paid?
LeConte Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact LeConte Wealth Management?
LeConte Wealth Management’s main office is at 333 East Broadway Ave, 4th Floor, Maryville, TN 37804. Its phone number is 865-379-8200. Its website is lecontewealth.com.