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Advisor

Nelson Gary

Leechgary Asset Management · Dunwoody, Georgia

Nelson Gary is a fee-only financial advisor at Leechgary Asset Management in Dunwoody, Georgia. Leechgary Asset Management reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Facts

FirmLeechgary Asset Management
Based in Dunwoody, Georgia
Fee model (firm's Form ADV)Percentage of assets
Assets under management$23M across 18 accounts
SEC registration Investment adviser representative in GA · CRD 218494
Exams passedSeries 63 (1981) · Series 65 (2003)
Firm size2 employees
Disclosures None reported
Websiteleechgary.com

How Nelson's firm compares

  • Leechgary Asset Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 18 accounts).

What fee-only advisors charge in Georgia

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Questions about Nelson

Is Nelson Gary a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nelson holds no broker registration, and Leechgary Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Nelson charge for financial advice?

Nelson's firm, Leechgary Asset Management, reports charging a percentage of assets on its SEC Form ADV.

Where is Nelson Gary based?

Nelson Gary is based in Dunwoody, Georgia.

Is Nelson Gary registered with the SEC?

Yes. Nelson Gary is registered as an investment adviser representative in GA (CRD 218494), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Leechgary Asset Management manage?

Leechgary Asset Management reports $23M across 18 accounts in assets under management.

How do I contact Nelson Gary?

Through Nelson's website, leechgary.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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