{"url":"https://nivawealth.com/firms/lynnleigh-and-company-285044","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/285044","regulatoryAum":161537057,"crd":"285044","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5705639","suffix":null,"lastName":"Curtis","firstName":"Jason","middleName":"Paul"},{"crd":"4208151","suffix":null,"lastName":"GILLETTE","firstName":"REBECCA","middleName":"LYNN"},{"crd":"5039125","suffix":null,"lastName":"Olczak","firstName":"Kelly","middleName":"Leigh"}],"total":3,"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":"2021-03-30","regulatoryAum":94126724,"clients":215,"employees":5,"offices":1},{"filedOn":"2022-04-01","regulatoryAum":112144171,"clients":257,"employees":5,"offices":1},{"filedOn":"2023-06-21","regulatoryAum":102803984,"clients":232,"employees":5,"offices":2},{"filedOn":"2024-03-29","regulatoryAum":112317737,"clients":261,"employees":5,"offices":2},{"filedOn":"2025-03-31","regulatoryAum":134634429,"clients":290,"employees":5,"offices":2},{"filedOn":"2026-03-31","regulatoryAum":161537057,"clients":288,"employees":5,"offices":2}],"acquisitions":[{"date":"2019-01-23","datePrecision":"day","name":"Ever Green Wealth Management","crd":"297459","source":"adv_w","dealType":"acquisition","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://adviserinfo.sec.gov/firm/summary/297459"}],"secFileNumber":"801-114238","legalName":"Lynnleigh & Company, LLC","displayName":"LynnLeigh & Company","slug":"lynnleigh-and-company-285044","website":"https://jcurtiswealthadvisory.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/lynnleigh-company-llc/","founded":null,"organization":"New York limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1160 Pittsford Victor Road, Suite A","city":"Pittsford","state":"NY","stateName":"New York","country":"United States","postalCode":"14534"},"tradeNames":["J. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does LynnLeigh & Company offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does LynnLeigh & Company charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does LynnLeigh & Company use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does LynnLeigh & Company have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does LynnLeigh & Company invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns LynnLeigh & Company?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does LynnLeigh & Company get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact LynnLeigh & Company?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 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."}