{"url":"https://nivawealth.com/firms/leder-fiduciary-capital-285490","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/285490","regulatoryAum":120583877,"crd":"285490","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2384290","suffix":null,"lastName":"LEDER","firstName":"JASON","middleName":"SOLOMON"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136327","legalName":"Leder Fiduciary Capital LLC","displayName":"Leder Fiduciary Capital","slug":"leder-fiduciary-capital-285490","website":"https://lederfidcap.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Texas limited liability company","fiscalYearEnd":"December","headquarters":{"street":"6300 West Loop South, Suite 280","city":"Bellaire","state":"TX","stateName":"Texas","country":"United States","postalCode":"77401"},"tradeNames":[],"registration":{"secApproved":"26 May 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":3946412.5,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":120583877,"discretionary":113397835,"discretionaryAccounts":142,"nonDiscretionary":7186042,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":10,"regulatoryAum":5480455},{"label":"High-net-worth individuals","clients":20,"regulatoryAum":112911920},{"label":"Pension and profit-sharing plans","clients":1,"fewerThan5":true,"regulatoryAum":2191502}],"feePrograms":[{"role":"main","program":"Portfolio Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042319","versionId":1042319,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-04-22","documentName":"LEDER FIDUCIARY CAPITAL LLC ADV PART 2A","fee_rate_low":0.25,"fee_rate_high":0.65,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042319","versionId":1042319,"submittedOn":"2026-04-22","documentName":"LEDER FIDUCIARY CAPITAL LLC ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:35:57.864876+00:00","documents":[{"name":"LEDER FIDUCIARY CAPITAL LLC ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042319","versionId":1042319,"submittedOn":"2026-04-22"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":120583877}],"custodyNote":"Leder Fiduciary Capital does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jason Leder","title":"Managing Member/Chief Investment Officer/Chief Compliance Officer","crd":"2384290"}],"ownership":[{"label":"Jason Leder","detail":"Managing member/chief investment officer/chief compliance officer in the 75% or more ownership band and a control person, since September 2016."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"6300 West Loop South, Suite 280","city":"Bellaire","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"713-870-9516","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":10},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":87},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"22 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/285490/PDF/285490.pdf","brochureDate":"22 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042319","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Leder Fiduciary Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Leder Fiduciary Capital offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Leder Fiduciary Capital charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Leder Fiduciary Capital use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Leder Fiduciary Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Leder Fiduciary Capital invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Leder Fiduciary Capital?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Leder Fiduciary Capital get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Leder Fiduciary Capital?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 22 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}