Bruce Leppla
Leppla Capital Management · San Francisco, California
Bruce Leppla is a fee-only financial advisor at Leppla Capital Management in San Francisco, California. Leppla Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Leppla Capital Management |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $47.3M across 18 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5887246 |
| Exams passed | Series 65 (2011) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | lepplacap.com |
| Profile |
How Bruce's firm compares
- Leppla Capital Management's average account is about $2.6 million, from its Form ADV (assets managed divided by 18 accounts).
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Questions about Bruce
Is Bruce Leppla a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bruce holds no broker registration, and Leppla Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bruce charge for financial advice?
Bruce's firm, Leppla Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Bruce Leppla based?
Bruce Leppla is based in San Francisco, California.
Is Bruce Leppla registered with the SEC?
Yes. Bruce Leppla is registered as an investment adviser representative in CA (CRD 5887246), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Leppla Capital Management manage?
Leppla Capital Management reports $47.3M across 18 accounts in assets under management.
How do I contact Bruce Leppla?
Through Bruce's website, lepplacap.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
- 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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