Leder Fiduciary Capital provides portfolio management for individuals and small businesses and portfolio management for institutions. Financial planning was provided to 11–25 clients last fiscal year.
Leder Fiduciary Capital reports 31 clients. They include 20 high-net-worth individuals, 10 individual clients and 1 pension or profit-sharing plan. Of its assets, 94.0% ($113M across 142 accounts) are managed with discretion; $7.19M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 32% | 5% |
| High-net-worth individuals | 65% | 94% |
| Pension and profit-sharing plans | 3% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 10 | $5.48M | 4.5% | $548K |
| High-net-worth individuals | 20 | $113M | 93.6% | $5.65M |
| Pension and profit-sharing plans | Fewer than 5 | $2.19M | 1.8% | $2.19M |
| Total | 31 | $121M | 100% | — |
- Clients
- 10
- Regulatory AUM
- $5.48M
- AUM share
- 4.5%
- Avg. per client
- $548K
- Clients
- 20
- Regulatory AUM
- $113M
- AUM share
- 93.6%
- Avg. per client
- $5.65M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.19M
- AUM share
- 1.8%
- Avg. per client
- $2.19M
Total
- Clients
- 31
- Regulatory AUM
- $121M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Leder Fiduciary Capital charges 0.25%–0.65% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Consulting
- Financial consulting is offered as a complementary service; in highly unusual cases that need a very substantial time commitment, the firm reserves the right to bill $250 an hour.
Jason Leder owns 75% or more of Leder Fiduciary Capital. The leadership team of Leder Fiduciary Capital includes Chief Investment Officer Jason Leder. It has 1 employee.
Leadership
Jason LederManaging Member/Chief Investment Officer/Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Leder Fiduciary Capital LLC
Jason Leder
Control person · since September 2016
Besides its headquarters, Leder Fiduciary Capital has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 6300 West Loop South, Suite 280, BellaireHQ
Contact and registration details
- Legal name
- Leder Fiduciary Capital LLC
- Headquarters
- 6300 West Loop South, Suite 280, Bellaire, TX 77401
- Website
- lederfidcap.com
- Phone
- 713-870-9516
- SEC file
- 801-136327
- Structure
- Texas LLC
- Fiscal year end
- December
Leder Fiduciary Capital’s named custodian for separately managed accounts is Charles Schwab ($121M). Leder Fiduciary Capital does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $121M100%
At year end, Leder Fiduciary Capital’s separately managed accounts were mostly in funds (87%) and stocks (11%).
What the accounts hold
- Stocks11%
- Exchange-traded equities10%
- Non-exchange-traded equities1%
- Funds87%
- Bonds1%
- Cash2%
How many clients does Leder Fiduciary Capital have?
Leder Fiduciary Capital has 31 clients and manages $121 million for them, as of April 2026. They include 20 high-net-worth individuals, 10 individual clients and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 April 2026
What services does Leder Fiduciary Capital offer?
Leder Fiduciary Capital provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Leder Fiduciary Capital charge?
Leder Fiduciary Capital charges 0.25%–0.65% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Source: LEDER FIDUCIARY CAPITAL LLC ADV PART 2A, filed 22 April 2026
Which custodians does Leder Fiduciary Capital use?
Leder Fiduciary Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $121M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 April 2026
How many financial advisors does Leder Fiduciary Capital have?
Leder Fiduciary Capital has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Leder Fiduciary Capital invest in?
At the end of its last fiscal year, Leder Fiduciary Capital’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 2% cash and equivalents, 1% non-exchange-traded equities and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Leder Fiduciary Capital?
Leder Fiduciary Capital’s direct owner is Jason Leder (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 April 2026
How does Leder Fiduciary Capital get paid?
Leder Fiduciary Capital is paid through a percentage of assets under management. 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 Leder Fiduciary Capital?
Leder Fiduciary Capital’s main office is at 6300 West Loop South, Suite 280, Bellaire, TX 77401. Its phone number is 713-870-9516. Its website is lederfidcap.com.