Our Firm

Perleo Capital Management is an independent, employee-owned financial services firm. We offer no proprietary products or programs, and no pressure to sell certain investments or strategies. We have access and freedom to choose from a wide range of investment products and the ability to create and tailor our advice based on what’s best suited for our clients. 

Custody of Assets/Coverage: We do not take custody of client assets which are held by LPL Financial. For more information about LPL Financial, visit www.lpl.com

• The LPL Financial SIPC Membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash. An explanatory brochure is available at www.sipc.org. Additionally, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $1,000,000,000 subject to conditions and limitations. The account protection applies when an SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.

Wealth Advisory: Advice and planning is the focus of our business. We do not sell proprietary products and don’t have sales goals. We are free to search the investment universe for the right strategies to meet each client’s unique family situation. Our independence empowers us to concentrate exclusively on understanding and addressing our clients’ goals and needs.

Established Broker Dealer: LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 29,000 financial advisors, and approximately 1100 financial institutions nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

* Data as of June 30, 2025. 1,100 banks, credit unions and product manufacturers that partner with LPL. LPL ranked #340 on the Fortune 500 in 2025