Leggett Ventures
Leggett Ventures is a fee-only, SEC-registered investment adviser in Houston, Texas, registered with the SEC since 2026. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.
Source: SEC Form ADV · CRD #342997 · SEC #801-136629 · SEC-registered since 2026 (0 yrs) · Last filing data January 1, 2026
- AUM
- Not reported
- Fee model
- Fee-only
- Clients
- Not reported
- Employees
- 5
as of 2026
per Form ADV 5.E
Form ADV 5.C (may be institutional)
1 advisers
From leggettventures.com
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AI-generated summary
Leggett Ventures is a fee-only, SEC-registered investment adviser based in Houston, Texas. It did not report regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.
This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.
Firm details
- CRD #
- 342997
- SEC #
- 801-136629
- Headquarters
- Houston, TX
- Employees
- 5
Clients served
Client types not reported on this filing.
Fees & compensation
- Compensation model: Fee-only. The firm reports being paid by clients (e.g. a percentage of assets) and not through commissions.
- Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
- Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
- Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.
Disclosures
Leggett Ventures reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.
In the news
- LEGGETT VENTURES LAUNCHES NEW COMMERCIAL REAL ESTATE INVESTMENT FIRM, NEWFOUND PARTNERS
PR Newswire · March 23, 2022
- For newly launched NewFound Partners, opportunity comes in all forms
The Business Journals · March 11, 2022
- Denise Cleveland-Leggett, Esq., Commended for Expertise in Legal Services
24-7 Press Release · May 7, 2025
- T Bank Expands Texas Footprint with New Houston Branch; Appoints Chris Morris as Chief Lending Officer and Adds Chris Morris and John Leggett to Board of Directors
Yahoo Finance · March 2, 2026
- YP’s Vision Helps Create and Grow ‘Starlight Campgrounds’
woodallscm.com · July 17, 2025
Headlines from third-party news sources via Google News. AdvisorGrade.com does not endorse or verify their content.
Frequently asked questions
Is Leggett Ventures a fiduciary?+
Yes. Leggett Ventures is an SEC-registered investment adviser (CRD #342997), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.
How is Leggett Ventures compensated?+
Leggett Ventures reports a fee-only compensation model on its Form ADV. Fee-only advisers are paid by their clients (for example, a percentage of assets managed) and do not earn commissions. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.
How much money does Leggett Ventures manage?+
Leggett Ventures did not report regulatory assets under management on its most recent Form ADV. See the SEC IAPD record for details.
Does Leggett Ventures have any disclosures?+
Leggett Ventures reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.
This profile is generated from publicly available SEC filings. Leggett Ventures has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.