DFX Intelligence

S••••••• F•••••••• G••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

S••••••• F•••••••• G••••

LEEDS CAPITAL GROUP, LLC, CRD 327004

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:51ac3551-237c-b691-562a-aea84d020a97

Data as of Apr 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 26, 2024 to Apr 27, 2026
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $180M••• Locked
Discretionary RAUM: $180M
Private client RAUM: $171Mderived••• Locked
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $89.8Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
T••••• S•••• D•••••	n/a	SAN DIEGO, CA \| PORTSMOUTH, NH	6	29	1	yes
I•• M• W••••	Certified Financial Planner\|Chartered Financial Consultant	HEMET, CA \| SAN DIEGO, CA	1	20

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D•••••• T•••••• S••••	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	E	yes	02/2020	Feb 26, 2024	Nov 6, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 27, 2026

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$180M	$152M	17.9%	n/a	n/a	2	3	1	0

Relationships

Registered with (2)

← I•• M• W••••Advisorregistration: current employment
Sep 3, 2025 to presentfactForm ADV
← T••••• S•••• D•••••Advisorregistration: current employment
Apr 26, 2024 to presentfactForm ADV

Controls (1)

← D•••••• T•••••• S••••OwnerMANAGING MEMBER / CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 26, 2024 to Nov 6, 2024factForm ADV

Dated events

Occurred
Feb 26, 2024
First Form ADV filing
S••••••• F•••••••• G•••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:51ac3551-237c-b691-562a-aea84d020a97
First observed: Feb 26, 2024
Last observed: Apr 27, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.