{"url":"https://nivawealth.com/firms/leisure-capital-management-120374","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/120374","regulatoryAum":873950396,"crd":"120374","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2530560","suffix":null,"lastName":"BERNSTEIN","firstName":"GIDEON","middleName":"SAMUEL"},{"crd":"1437898","suffix":null,"lastName":"LEISURE","firstName":"MARR","middleName":"NEUMANN"},{"crd":"6384108","suffix":null,"lastName":"MAXWELL","firstName":"PATRICK","middleName":"MITCHELL"},{"crd":"5308038","suffix":null,"lastName":"ROBINSON","firstName":"RAYMOND","middleName":"MC FERREN"},{"crd":"6256163","suffix":null,"lastName":"SHUTE","firstName":"ERIC","middleName":"STILES"}],"total":5,"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"},"history":[{"filedOn":"2021-06-02","regulatoryAum":536013991,"clients":277,"employees":9,"offices":1},{"filedOn":"2022-03-22","regulatoryAum":655072707,"clients":299,"employees":9,"offices":1},{"filedOn":"2023-05-05","regulatoryAum":664270614,"clients":308,"employees":9,"offices":1},{"filedOn":"2024-03-13","regulatoryAum":703936802,"clients":321,"employees":10,"offices":1},{"filedOn":"2025-04-17","regulatoryAum":778663456,"clients":328,"employees":10,"offices":1},{"filedOn":"2026-03-24","regulatoryAum":873950396,"clients":349,"employees":10,"offices":1}],"secFileNumber":"801-61416","legalName":"Leisure Capital Management, Inc.","displayName":"Leisure Capital Management","slug":"leisure-capital-management-120374","website":"https://leisurecapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/120374/9813b34ba1237e71-r1.webp","tone":"light","width":267,"height":200,"sourceUrl":"https://www.leisurecapital.com","sourceLabel":"Leisure Capital Management, Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/leisurecapital","xUrl":"https://twitter.com/LeisureCapital","founded":"2002","organization":"California corporation","fiscalYearEnd":"December","headquarters":{"street":"650 Town Center DR., Suite 880","city":"Costa Mesa","state":"CA","stateName":"California","country":"United States","postalCode":"92626-1989"},"tradeNames":[],"registration":{"secApproved":"28 August 2002","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2494030.233038348,"staff":{"employees":10,"advisory":6,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":873950396,"discretionary":873950396,"discretionaryAccounts":349,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":10},"clientTypes":[{"label":"Individuals (other than HNW)","clients":170,"regulatoryAum":117907824},{"label":"High-net-worth individuals","clients":169,"regulatoryAum":727568425},{"label":"Charitable organizations","clients":10,"regulatoryAum":28474147}],"feePrograms":[{"role":"other","program":"Financial Consulting","summary":"Billed at an hourly rate of $200, which may be negotiable; 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They include 170 individual clients, 169 high-net-worth individuals and 10 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Leisure Capital Management offer?","answer":"Leisure Capital Management provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Leisure Capital Management use?","answer":"Leisure Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $874M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Leisure Capital Management have?","answer":"Leisure Capital Management has 6 investment adviser representatives registered with state securities authorities, out of 10 employees, and 6 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 Leisure Capital Management invest in?","answer":"At the end of its last fiscal year, Leisure Capital Management’s separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 8% investment grade corporate bonds, 6% U.S. government and agency bonds, 6% state and local bonds, 2% cash and equivalents and 1% pooled vehicles (private funds and similar).","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 Leisure Capital Management?","answer":"Leisure Capital Management’s direct owners are Marr Leisure (50% to 75%), Raymond Robinson (10% to 25%), Gideon Bernstein (10% to 25%), the Leisure Family Trust Dated 05/19/1995 (50% to 75%), the Leisure Family Trust (50% to 75%), the Bernstein Family Trust Dated 12/17/2010 (10% to 25%), the Bernstein Family Trust (10% to 25%), Anne Leisure (50% to 75%) and Jeanne Pepper (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Leisure Capital Management get paid?","answer":"Leisure Capital Management is paid through a percentage of assets under management and hourly charges. 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 Leisure Capital Management?","answer":"Leisure Capital Management’s main office is at 650 Town Center DR., Suite 880, Costa Mesa, CA 92626-1989. Its phone number is 714-384-4050. 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