Brett Leahy
Echelons Capital · Park City, Utah
Brett Leahy is a fee-only financial advisor at Echelons Capital in Park City, Utah. Echelons Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- Founders
- Ultra high net worth
Facts
| Firm | Echelons Capital |
|---|---|
| Based in | Park City, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $174.4M across 164 accounts |
| SEC registration | Investment adviser representative in IL, UT · CRD 6773507 |
| Exams passed | Series 63 (2017) · Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | echelonscapital.com |
| Profile |
How Brett's firm compares
- Echelons Capital's average account is about $1.1 million, from its Form ADV (assets managed divided by 164 accounts).
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Questions about Brett
Is Brett Leahy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and Echelons Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brett charge for financial advice?
Brett's firm, Echelons Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brett Leahy based?
Brett Leahy is based in Park City, Utah.
Is Brett Leahy registered with the SEC?
Yes. Brett Leahy is registered as an investment adviser representative in IL and UT (CRD 6773507), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Echelons Capital manage?
Echelons Capital reports $174.4M across 164 accounts in assets under management.
How do I contact Brett Leahy?
Through Brett's website, echelonscapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Echelons Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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