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They include 583 individual clients and 216 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 12 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Leelyn Smith offer?","answer":"Leelyn Smith provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, educational seminars, estate planning, insurance, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Leelyn Smith use?","answer":"Leelyn Smith’s separately managed account assets are held at LPL Financial LLC (Boston, MA), with $700M and Charles Schwab & Co., Inc. (San Francisco, CA), with $152M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Leelyn Smith have?","answer":"Leelyn Smith has 14 investment adviser representatives registered with state securities authorities, out of 38 employees, and 14 perform investment advisory functions. 15 employees are registered representatives of a broker-dealer and 4 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Leelyn Smith invest in?","answer":"At the end of its last fiscal year, Leelyn Smith’s separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 42% exchange-traded equities, 4% cash and equivalents, 4% other, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). The 4% other category is described as: Structured Products.reits, CDS.","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 Leelyn Smith?","answer":"Leelyn Smith’s direct owners are Andrew Grider (50% to 75%), John Dorn (5% to 10%), Christopher McManama (10% to 25%) and Kevin Prendergast (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 12 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Leelyn Smith get paid?","answer":"Leelyn Smith is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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":"Is Leelyn Smith registered with the SEC?","answer":"Yes, Leelyn Smith has been registered with the SEC as an investment adviser since 14 June 2018. Its CRD number is 110517 and its SEC file number is 801-113460.","source":"Form ADV Part 1A, Item 1, filed 12 April 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Leelyn Smith?","answer":"Leelyn Smith’s main office is at 10 N. Third Street, Geneva, IL 60134. Its phone number is 630-232-8995. 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