Hedge Fund
    Manages Private Funds

    Lefleur Financial

    Registered investment advisor · Jackson, Mississippi · CRD #174156

    Assets Under Management
    $23M
    Client Accounts
    56
    Employees
    1
    CRD Number
    174156
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Lefleur Financial

    Lefleur Financial is a registered investment advisory firm headquartered in Jackson, Mississippi, managing approximately $23M in regulatory assets across 56 client accounts. The firm's full regulatory record is filed with the SEC under CRD #174156.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Lefleur Financial

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Lefleur Financial's AUM?

    Lefleur Financial reports approximately $23M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Lefleur Financial headquartered?

    Lefleur Financial is headquartered in Jackson, Mississippi.

    What is Lefleur Financial's CRD number?

    Lefleur Financial's CRD number is 174156. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Lefleur Financial manage?

    Lefleur Financial manages approximately 56 client accounts according to its latest SEC filing.

    Is Lefleur Financial SEC registered?

    Lefleur Financial is registered as a STATE investment adviser.

    Similar advisors in Mississippi

    Smith Shellnut Wilson
    Ridgeland, MS · $6.9B AUM
    Hardy Reed, LLC
    Tupelo, MS · $2.9B AUM
    The Molpus Woodlands Group, LLC
    Ridgeland, MS · $1.8B AUM
    Mag Cap
    Ridgeland, MS · $1.7B AUM
    Barnes Pettey Financial Advisors, LLC
    Clarksdale, MS · $1.3B AUM
    Ballew Advisors Inc
    Jackson, MS · $1.3B AUM
    See all top RIA firms in Mississippi →

    Research firms like Lefleur Financial at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial