RIA · CRD 323120SEC-Registered

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Leibman Financial Services

Leibman Financial Services, Inc. is an SEC-registered investment adviser in Louisville, NE, registered since 2022. The firm manages $173 million in assets,...

Leibman Financial Services

Leibman Financial Services, Inc. is an SEC-registered investment adviser in Louisville, NE, registered since 2022. The firm manages $173 million in assets, with $140 million on a discretionary basis. It has 4 employees and 4 investment advisers.

General information

Firm type

RIA

Frequently asked questions

What is known about the investment strategy of Leibman Financial Services?

No investment strategy has been publicly disclosed. The firm has no known sector focus, asset class preferences, or stage targets. It may operate as a family office or advisor, but this is unconfirmed from public sources.

Who runs investment decisions at Leibman Financial Services?

No named principals or investment professionals are publicly associated with the firm. There is no known CIO, CEO, or managing partner in any public database or corporate filing.

Does Leibman Financial Services disclose its assets under management?

No AUM figure is publicly available. The firm has not filed any Form ADV or other regulatory disclosure that would reveal its scale.

Is Leibman Financial Services a single-family office or a multi-client RIA?

The public record does not clarify its structure. Its SEC registration as an investment advisor could serve either a single family or multiple clients, but no client profile has been disclosed.

Has Leibman Financial Services been involved in any known deals or investments?

There are no publicly recorded deals, portfolio companies, or co-investments associated with the firm. Its deal activity is entirely opaque.

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