Leibman Financial Servces, Inc.
● SEC registered since 2022CRD 323120SEC# 801-126978Louisville, NE
Reg. AUM
$173.1M
Employees
4
Accounts
573
Location
Louisville, NE
Leibman Financial Servces, Inc. assets under management
Leibman Financial Servces, Inc. is an SEC-registered investment adviser based in Louisville, NE. The firm has been registered since 2022. It reports $173.1 million in regulatory assets under management and employs 4 people.
Leibman Financial Servces, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caitlin Clair Leibman Control | President | 10-25% | 2026 |
| Gregory G Leibman Control | Vice President | 10-25% | 2023 |
| Mark Edward Leibman Control | Vice President | 25-50% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Leibman Financial Servces, Inc. manage?
Leibman Financial Servces, Inc. reports $173.1 million in regulatory assets under management on its Form ADV.
How many employees does Leibman Financial Servces, Inc. have?
Leibman Financial Servces, Inc. reports 4 employees.
Where is Leibman Financial Servces, Inc. located?
Leibman Financial Servces, Inc. is based in Louisville, NE and has been SEC-registered since 2022.
Does Leibman Financial Servces, Inc. disclose fund performance?
Leibman Financial Servces, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 228 Main Street, Louisville, NE 68037 |
| Phone | (402) 234-2337 |
| Fax | (402) 234-2667 |
| Office hours | 8:00 To 5:00 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$173.1M▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$173.1Mregulatory AUM
Discretionary $140.4MNon-discretionary $32.8M