Adan
Leal

Advantage Capital

CRD#7589693
Investment Advisor
in Austin, TX

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About this Advisor

Adan Leal is a financial advisor based in Austin, Texas, working with Advantage Capital. Adan has previously held positions at the University Of Texas At Austin, Rex, Laguna Madre, Ronald Reagan High School, and Lopez Middle School. Adan is registered to provide services in Texas. Currently, Adan is part of Advantage Capital, which operates out of Austin, Texas. The firm has 6 offices and 180 employees. The firm manages assets totaling $824.8 million and offers services including portfolio management for pooled investment vehicles. The fee structure at Advantage Capital includes performance-based and other fees.

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Performance-based Fees, Others

Office Location

900 South Capital Of Texas Highway Las Cimas Building 4, Suite 480
Austin, TX 78746

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Advantage Capital Brokerage Details

Total Assets Under Management

$824,796,567

TX Average: $486,181,852
Total Number of Employees

180

TX Average: 13
Total Number of Accounts

10

TX Average: 722
Average Account Size

$82,479,657

TX Average: $673,382

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Adan Leal Work History

2018 - Present (6 years)

University Of Texas At Austin

2021 - 2022 (1 year)

Rex

2021 - 2021 (< 1 year)

Laguna Madre

2014 - 2018 (4 years)

Ronald Reagan High School

2011 - 2014 (3 years)

Lopez Middle School

Disclosures

Please visit the SEC profile of Adan Leal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advantage Capital

Jonathan Kofos
Austin, TX
Joseph Lynch
Austin, TX
Arjun Mohan
Austin, TX
Colin Nickells
Austin, TX
Erin Harvey
Austin, TX
Joshua Mitchell
Austin, TX
Adan Leal
Austin, TX
Brian Anderson
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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