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Leisure Capital Management, Inc.

SEC Registered
Costa Mesa, CA(714) 384-4050
Assets Under Management
$500M–$1B
Office Locations
1 office
Total Accounts
349

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCharitable Organizations

Leadership

Marr Neumann Leisure
PRESIDENT, CCO, CIO, CO-TRUSTEE OF THE LEISURE FAMILY TRUST DATED 05/19/1995
Raymond Mc Ferren Robinson
TREASURER, BOARD OF DIRECTORS
Gideon Samuel Bernstein
SECRETARY/BOARD OF DIRECTORS (SINCE 2011), CO-TRUSTEE OF THE BERNSTEIN FAMILY TRUST DATED 12/17/2010 (SINCE 2014)
The Leisure Family Trust Dated 05/19/1995
SHAREHOLDER
The Bernstein Family Trust Dated 12/17/2010
SHAREHOLDER
Jeanne Ellen Pepper
CO-TRUSTEE OF THE BERNSTEIN FAMILY TRUST DATED 12/17/2010
Anne Porter Leisure
CO-TRUSTEE OF THE LEISURE FAMILY TRUST DATED 05/19/1995
Patrick Mitchell Maxwell
SHAREHOLDER

Office locations

1 office in 1 state
CA
Costa MesaHQ

Advisors at this firm

6 advisors in the directory

Regulatory & compliance

CRD number
#120374
SEC Number
801-61416
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly

Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Leisure Capital Management, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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