LynnLeigh & Company provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
LynnLeigh & Company reports 288 clients. They include 224 individual clients, 57 high-net-worth individuals, and 7 pension and profit-sharing plans. Of its assets, 100.0% ($162M across 288 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 43% |
| High-net-worth individuals | 20% | 54% |
| Banking or thrift institutions | 0% | 0% |
| Pension and profit-sharing plans | 2% | 3% |
| Charitable organizations | 0% | 0% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses | 0% | 0% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 224 | $70.1M | 43.4% | $313K |
| High-net-worth individuals | 57 | $87M | 53.8% | $1.53M |
| Banking or thrift institutions | Fewer than 5 | $0 | 0.0% | — |
| Pension and profit-sharing plans | 7 | $4.47M | 2.8% | $639K |
| Charitable organizations | Fewer than 5 | $0 | 0.0% | — |
| State or municipal government entities | Fewer than 5 | $0 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $0 | 0.0% | — |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $0 | 0.0% | — |
| Total | 288 | $162M | 100% | — |
- Clients
- 224
- Regulatory AUM
- $70.1M
- AUM share
- 43.4%
- Avg. per client
- $313K
- Clients
- 57
- Regulatory AUM
- $87M
- AUM share
- 53.8%
- Avg. per client
- $1.53M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 7
- Regulatory AUM
- $4.47M
- AUM share
- 2.8%
- Avg. per client
- $639K
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 288
- Regulatory AUM
- $162M
- 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
- 251–500
LynnLeigh & Company charges 0.80%–1.50% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable.
Fee details and sources
Rebecca Gillette owns 50% to 75% of LynnLeigh & Company. The leadership team of LynnLeigh & Company includes Chief Compliance Officer Rebecca Gillette. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Lynnleigh & Company, LLC
Rebecca Gillette
Control person · since August 2016
- Owns 50% to 75% of Lynnleigh & Company, LLC
Kelly Olczak
Control person · since July 2018
LynnLeigh & Company’s regulatory assets grew 1.7× from $94.1M (March 2021) to $162M (March 2026); clients rose from 215 to 288 and employees were 5 in both filings. In 2019, Ever Green Wealth Management joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $162M | 288 | 5 | 2 |
| Mar 2025March 2025 | $135M | 290 | 5 | 2 |
| Mar 2024March 2024 | $112M | 261 | 5 | 2 |
| Jun 2023June 2023 | $103M | 232 | 5 | 2 |
| Apr 2022April 2022 | $112M | 257 | 5 | 1 |
| Mar 2021March 2021 | $94.1M | 215 | 5 | 1 |
Firms that joined
20191 joined
- Ever Green Wealth ManagementNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, LynnLeigh & Company has 1 office, with 2 listed addresses in 1 state.
New York · 2 listed addresses
- 1160 Pittsford Victor Road, Suite A, PittsfordHQ
- 260 East Main Street, Rochester
Other business names
LynnLeigh & Company has reported 1 other business name to the SEC.
- J. Curtis Wealth Advisory Services
Contact and registration details
- Legal name
- Lynnleigh & Company, LLC
- Headquarters
- 1160 Pittsford Victor Road, Suite A, Pittsford, NY 14534
- Website
- jcurtiswealthadvisory.com
- Phone
- 585-623-5970
- @lynnleigh-company-llc
- SEC file
- 801-114238
- Structure
- New York LLC
- Fiscal year end
- December
LynnLeigh & Company’s named custodian for separately managed accounts is Charles Schwab ($86.7M). LynnLeigh & Company does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $86.7M100%
At year end, LynnLeigh & Company’s separately managed accounts were mostly in funds (71%) and bonds (13%).
What the accounts hold
- Stocks10%
- Exchange-traded equities6%
- Non-exchange-traded equities4%
- Funds71%
- Bonds13%
- High-yield corporate bonds6%
- U.S. government and agency bonds4%
- State and local bonds3%
- Cash6%
How many clients does LynnLeigh & Company have?
LynnLeigh & Company has 288 clients and manages $162 million for them, as of March 2026. They include 224 individual clients, 57 high-net-worth individuals, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does LynnLeigh & Company offer?
LynnLeigh & Company provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does LynnLeigh & Company charge?
LynnLeigh & Company charges 0.80%–1.50% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable.
Source: J. CURTIS WEALTH ADVISORY ADV PART 2A, filed 31 March 2026
Which custodians does LynnLeigh & Company use?
LynnLeigh & Company’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $86.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does LynnLeigh & Company have?
LynnLeigh & Company has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 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 LynnLeigh & Company invest in?
At the end of its last fiscal year, LynnLeigh & Company’s separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities, 6% high-yield corporate bonds, 6% cash and equivalents, 4% non-exchange-traded equities, 4% U.S. government and agency bonds and 3% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns LynnLeigh & Company?
LynnLeigh & Company’s direct owners are Rebecca Gillette (50% to 75%) and Kelly Olczak (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does LynnLeigh & Company get paid?
LynnLeigh & Company 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
How do I contact LynnLeigh & Company?
LynnLeigh & Company’s main office is at 1160 Pittsford Victor Road, Suite A, Pittsford, NY 14534. Its phone number is 585-623-5970. Its website is jcurtiswealthadvisory.com.