Leppla Capital Management LLC (“Leppla Capital”) is a full-service Registered Investment Advisor based in San Francisco, California. Leppla Capital is a Delaware limited liability corporation registered with the Securities and Exchange Commission, the California Department of Financial Protection and the Financial Institutions Regulatory Authority (FINRA). Leppla Capital conducts business nationwide and in Europe. We comply with all applicable laws and regulations in the jurisdictions we serve.
Leppla Capital retains a network of highly skilled economists, financial analysts and statisticians. These professionals assist in evaluating domestic and international macro-economic developments, market trends and technical market indicators. We're regularly advised of, and screen, potential high-value investment opportunities. We respect all clients as professionals.
Leppla Capital serves as a legal fiduciary to our clients. We observe the full complement of legal fiduciary duties – we always put client interests ahead of our own – there are no exceptions to this founding principle.We serve our clients with integrity, discipline, and principled execution.
Leppla Capital believes that comprehensive early life financial education is fundamental to America’s interests. We believe that, among many other benefits, early age financial education promotes income equality among our citizens. For this reason we commit 3% of revenues annually to State, County and Local organizations that work to reduce America’s income inequality by promoting financial education. Please see Financial Education.