Data / Investment advisers / California / Lederer & Associates Investment Counsel
Lederer & Associates Investment Counsel, Long Beach, CA: $244 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Lederer & Associates Investment Counsel is an SEC registered investment adviser with its main office in Long Beach, California and reports $244 million in regulatory assets under management in its Form ADV filed December 8, 2025. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management.
The request: Watch Lederer & Associates Investment Counsel (CRD number 110376): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 110376
- SEC file number
- 801-26228
- SEC status
- Approved, effective February 13, 1986
- Main office
- 5305 East 2nd Street Suite 201, Long Beach, CA 90803
- Phone
- (562) 434-5305
- Website
- lederer-associates.com
- Regulatory AUM
- $244,306,687 in the Form ADV filed December 8, 2025
- Discretionary AUM
- $244,306,687
- Accounts
- 137
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- December 8, 2025
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 88 | $190.5 million |
| Charitable organizations | 4 | $38.4 million |
| Individuals (other than high net worth individuals) | 45 | $15.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| January 2, 2026 | $244.3 million | December 8, 2025 |
| December 1, 2025 | $242.8 million | August 11, 2025 |
Other advisers in Long Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| CLG LLC | Long Beach | $1.12 billion | Not listed | adviserinfo.sec.gov |
| Crux Wealth Advisors | Long Beach | $547.7 million | Not listed | adviserinfo.sec.gov |
| Wealthspring | Long Beach | $370.2 million | Not listed | adviserinfo.sec.gov |
| Goldman Lancaster, Inc. | Long Beach | $360.5 million | Not listed | adviserinfo.sec.gov |
| Kensington Investment Counsel | Long Beach | $310.2 million | Not listed | adviserinfo.sec.gov |
| The Chartist | Long Beach | $169.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Long Beach, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Lederer & Associates Investment Counsel on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.