# Lynnleigh & Company

Lynnleigh & Company is a Bank / Wealth / Trust based in Pittsford, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Pittsford, United States
- **Region:** North America
- **Address:** 260 E. Main Street, Suite 3400, Rochester, NY 14604, United States
- **Assets under management:** Undisclosed
- **Website:** jcurtiswealthadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/lynnleigh-company-llc

## Regulatory record

- **CRD number:** 285044
- **SEC file number:** 801-114238
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285044

## About

Lynnleigh & Company is an SEC-registered investment adviser in Pittsford, NY, registered since 2018. The firm manages approximately $162 million in assets. It has 5 employees and 3 investment advisers.

## People

- Jason Curtis — Principal

## Questions

### Who runs investment decisions at Lynnleigh & Company?

Jason Curtis serves as the principal and the face of the practice. He describes himself as having 15 years of experience serving individuals and small business owners. The firm does not publicly identify any additional investment committee members or analysts.

### How does Lynnleigh & Company source clients?

The practice grows almost entirely through referrals from existing clients. Curtis notes that many relationships started with one couple and expanded into multi-generational engagements. There is no indication of a marketing or business-development function beyond that organic network.

### Who custodies client assets?

Charles Schwab & Co. is identified as the primary custodian for client accounts, a common arrangement for independent RIAs that want to separate advisory services from asset custody.

### Where is the firm physically located, and why does that matter?

The office is on the third floor of the Sibley Building at 260 E. Main Street in downtown Rochester, New York. Curtis deliberately chose the location as a statement of investment in the city’s urban core, contrasting it with the Eastside suburbs where most independent wealth managers in the area are concentrated.

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- [Holcombe & McGrath](https://altss.com/profile/holcombe-and-mcgrath)
- [Martin Nelson & Co.](https://altss.com/profile/martin-nelson-and-co)

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Last updated: 2026-06-03T20:00:00.000Z

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