LEAFHOUSE FINANCIAL ADVISORS, LLC
CRD #149694 SEC #801-78809 AUSTIN, TX (512) 879-1505
SEC Registered
Total AUM
$20.7B
Discretionary
$17B
Employees
27
Clients
0
Accounts
3,859
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $20.7B | $17B | $3.7B | 27 | 0 |
| Jul 2025 | $20.7B | $17B | $3.7B | 27 | 0 |
| Mar 2025 | $20.7B | $17B | $3.7B | 27 | 0 |
| Dec 2024 | $17B | $15.1B | $1.9B | 25 | 0 |
| Mar 2024 | $17B | $15.1B | $1.9B | 25 | 0 |
| Jun 2023 | $14.1B | $12.9B | $1.3B | 17 | 0 |
| Jun 2023 | $14.1B | $12.9B | $1.3B | 17 | 0 |
| Mar 2023 | $13.3B | $12.2B | $1.2B | 21 | 0 |
| Mar 2022 | $15.5B | $14.2B | $1.2B | 23 | 0 |
| Jan 2022 | $12.9B | $11.9B | $1B | 20 | 0 |
| Mar 2021 | $12.9B | $11.9B | $1B | 20 | 0 |
| Jun 2020 | $9.6B | $8.8B | $808.8M | 19 | 0 |
| Mar 2020 | $9.6B | $8.8B | $808.8M | 19 | 0 |
| Oct 2019 | $8.4B | $7.8B | $536.9M | 13 | 1,100 |
| Mar 2019 | $5B | $4.6B | $369.6M | 13 | 1,100 |
| Sep 2018 | $3.3B | $3.3B | $82.6M | 15 | 0 |
| Jul 2018 | $3.3B | $3.3B | $82.6M | 11 | 0 |
| Apr 2018 | $3.3B | $3.3B | $82.6M | 11 | 0 |
| Mar 2018 | $3.3B | $3.3B | $82.6M | 11 | 0 |
| Nov 2017 | $3B | $2.9B | $41.2M | 8 | 655 |
| Oct 2017 | $3B | $2.9B | $41.2M | 8 | 655 |
| Oct 2017 | $3B | $2.9B | $41.2M | 8 | 655 |
| Mar 2017 | $1.5B | $1.5B | $39M | 8 | 300 |
| Apr 2016 | $906.5M | $861.9M | $44.6M | 7 | 200 |
| Mar 2016 | $906.5M | $861.9M | $44.6M | 7 | 200 |
| Jun 2015 | $721.1M | $658.3M | $62.8M | 7 | 100 |
| May 2015 | $721.1M | $658.3M | $62.8M | 8 | 100 |
| May 2015 | $538.1M | $485.3M | $52.8M | 8 | 100 |
| Mar 2015 | $538.1M | $485.3M | $52.8M | 7 | 100 |
| Mar 2015 | $538.1M | $485.3M | $52.8M | 7 | 100 |
| Oct 2014 | $314.9M | $257.5M | $57.4M | 5 | 200 |
| Aug 2014 | $314.9M | $257.5M | $57.4M | 6 | 200 |
| Apr 2014 | $314.9M | $257.5M | $57.4M | 6 | 200 |
| Feb 2014 | $314.9M | $257.5M | $57.4M | 6 | 200 |
| Jan 2014 | $249.5M | $198.5M | $51M | 5 | 100 |
| Nov 2013 | $249.5M | $198.5M | $51M | 5 | 100 |
DateNov 2025
Total AUM$20.7B
Discretionary$17B
Non-Disc.$3.7B
Employees27
Clients0
DateJul 2025
Total AUM$20.7B
Discretionary$17B
Non-Disc.$3.7B
Employees27
Clients0
DateMar 2025
Total AUM$20.7B
Discretionary$17B
Non-Disc.$3.7B
Employees27
Clients0
DateDec 2024
Total AUM$17B
Discretionary$15.1B
Non-Disc.$1.9B
Employees25
Clients0
DateMar 2024
Total AUM$17B
Discretionary$15.1B
Non-Disc.$1.9B
Employees25
Clients0
DateJun 2023
Total AUM$14.1B
Discretionary$12.9B
Non-Disc.$1.3B
Employees17
Clients0
DateJun 2023
Total AUM$14.1B
Discretionary$12.9B
Non-Disc.$1.3B
Employees17
Clients0
DateMar 2023
Total AUM$13.3B
Discretionary$12.2B
Non-Disc.$1.2B
Employees21
Clients0
DateMar 2022
Total AUM$15.5B
Discretionary$14.2B
Non-Disc.$1.2B
Employees23
Clients0
DateJan 2022
Total AUM$12.9B
Discretionary$11.9B
Non-Disc.$1B
Employees20
Clients0
DateMar 2021
Total AUM$12.9B
Discretionary$11.9B
Non-Disc.$1B
Employees20
Clients0
DateJun 2020
Total AUM$9.6B
Discretionary$8.8B
Non-Disc.$808.8M
Employees19
Clients0
DateMar 2020
Total AUM$9.6B
Discretionary$8.8B
Non-Disc.$808.8M
Employees19
Clients0
DateOct 2019
Total AUM$8.4B
Discretionary$7.8B
Non-Disc.$536.9M
Employees13
Clients1,100
DateMar 2019
Total AUM$5B
Discretionary$4.6B
Non-Disc.$369.6M
Employees13
Clients1,100
DateSep 2018
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$82.6M
Employees15
Clients0
DateJul 2018
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$82.6M
Employees11
Clients0
DateApr 2018
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$82.6M
Employees11
Clients0
DateMar 2018
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$82.6M
Employees11
Clients0
DateNov 2017
Total AUM$3B
Discretionary$2.9B
Non-Disc.$41.2M
Employees8
Clients655
DateOct 2017
Total AUM$3B
Discretionary$2.9B
Non-Disc.$41.2M
Employees8
Clients655
DateOct 2017
Total AUM$3B
Discretionary$2.9B
Non-Disc.$41.2M
Employees8
Clients655
DateMar 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$39M
Employees8
Clients300
DateApr 2016
Total AUM$906.5M
Discretionary$861.9M
Non-Disc.$44.6M
Employees7
Clients200
DateMar 2016
Total AUM$906.5M
Discretionary$861.9M
Non-Disc.$44.6M
Employees7
Clients200
DateJun 2015
Total AUM$721.1M
Discretionary$658.3M
Non-Disc.$62.8M
Employees7
Clients100
DateMay 2015
Total AUM$721.1M
Discretionary$658.3M
Non-Disc.$62.8M
Employees8
Clients100
DateMay 2015
Total AUM$538.1M
Discretionary$485.3M
Non-Disc.$52.8M
Employees8
Clients100
DateMar 2015
Total AUM$538.1M
Discretionary$485.3M
Non-Disc.$52.8M
Employees7
Clients100
DateMar 2015
Total AUM$538.1M
Discretionary$485.3M
Non-Disc.$52.8M
Employees7
Clients100
DateOct 2014
Total AUM$314.9M
Discretionary$257.5M
Non-Disc.$57.4M
Employees5
Clients200
DateAug 2014
Total AUM$314.9M
Discretionary$257.5M
Non-Disc.$57.4M
Employees6
Clients200
DateApr 2014
Total AUM$314.9M
Discretionary$257.5M
Non-Disc.$57.4M
Employees6
Clients200
DateFeb 2014
Total AUM$314.9M
Discretionary$257.5M
Non-Disc.$57.4M
Employees6
Clients200
DateJan 2014
Total AUM$249.5M
Discretionary$198.5M
Non-Disc.$51M
Employees5
Clients100
DateNov 2013
Total AUM$249.5M
Discretionary$198.5M
Non-Disc.$51M
Employees5
Clients100