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They include 203 individual clients and 67 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 January 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Leibman Financial Servces offer?","answer":"Leibman Financial Servces provides financial planning and portfolio management for individuals and small businesses.","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 Leibman Financial Servces charge?","answer":"Leibman Financial Servces charges 0.80%–1.50% a year for its Asset Management Program. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.","source":"LIEBMAN FINANACIAL SERVICES ADV PART 2A, filed 10 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Leibman Financial Servces use?","answer":"Leibman Financial Servces’ separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $173M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Leibman Financial Servces have?","answer":"Leibman Financial Servces has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 0 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 Leibman Financial Servces invest in?","answer":"At the end of its last fiscal year, Leibman Financial Servces’ separately managed accounts held 72% exchange-traded equities, 27% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.","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 Leibman Financial Servces?","answer":"Leibman Financial Servces’ direct owners are Mark Leibman, William Garver, Gregory Leibman and Caitlin Leibman, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 10 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Leibman Financial Servces get paid?","answer":"Leibman Financial Servces 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":"Is Leibman Financial Servces registered with the SEC?","answer":"Yes, Leibman Financial Servces has been registered with the SEC as an investment adviser since 1 December 2022. Its CRD number is 323120 and its SEC file number is 801-126978.","source":"Form ADV Part 1A, Item 1, filed 10 January 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Leibman Financial Servces?","answer":"Leibman Financial Servces’ main office is at 228 Main Street, Louisville, NE 68037. Its phone number is 402-234-2337. 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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."}