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AL

Andrew J. Leedy

PRIVATE CAPITAL MANAGEMENT
NAPLES, FL 34108-7512
CRD#: 8161247
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AL
Andrew Jeffrey LeedyPRIVATE CAPITAL MANAGEMENT

Professional summary

Andrew Jeffrey Leedy, who also goes by Drew Leedy, is a registered financial advisor currently at PRIVATE CAPITAL MANAGEMENT located in Naples, Florida.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Andrew has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Drew Leedy

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Jeffrey Leedy's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 30, 2025 - Present

PRIVATE CAPITAL MANAGEMENT

Office #1: 8889 Pelican Bay Blvd. Suite 500, Naples, FL 34108-7512
RIA
CRD#: 169172
NAPLES, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PC
PRIVATE CAPITAL MANAGEMENT
HARMONIC HEDGED PARTNERS | THE ENTREPRENEURIAL VALUE FUND, L.P. | THE COLLIER FUND, LTD. | PRIVATE CAPITAL WEALTH | PRIVATE CAPITAL MANAGEMENT, LLC | PRIVATE CAPITAL MANAGEMENT | PCM | HARMONIC INVESTORS LLC OPPORTUNITY PARTNERS FUND | HARMONIC INVESTORS LLC NAVIGATOR FUND | HARMONIC INVESTORS LLC HEDGED PARTNERS FUND | HARMONIC INVESTORS LLC FUND I | HARMONIC INVESTORS LLC EXPLORER FUND | HARMONIC INVESTORS LLC EQUITY INCOME PLUS | HARMONIC INVESTORS LLC

CRD#: 169172 / SEC#: 801-78615

RIA
Registered Investment Advisory firm - (9/30/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(9/30/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/2/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/4/2025
Securities Industry Essentials Examination

Current Firm

PC
PRIVATE CAPITAL MANAGEMENT
HARMONIC HEDGED PARTNERS | THE ENTREPRENEURIAL VALUE FUND, L.P. | THE COLLIER FUND, LTD. | PRIVATE CAPITAL WEALTH | PRIVATE CAPITAL MANAGEMENT, LLC | PRIVATE CAPITAL MANAGEMENT | PCM | HARMONIC INVESTORS LLC OPPORTUNITY PARTNERS FUND | HARMONIC INVESTORS LLC NAVIGATOR FUND | HARMONIC INVESTORS LLC HEDGED PARTNERS FUND | HARMONIC INVESTORS LLC FUND I | HARMONIC INVESTORS LLC EXPLORER FUND | HARMONIC INVESTORS LLC EQUITY INCOME PLUS | HARMONIC INVESTORS LLC

CRD#: 169172 / SEC#: 801-78615

RIA
Registered Investment Advisory firm - (9/30/2013 Approved)
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Contact information

Main Address
8889 Pelican Bay Blvd. Suite 500, Naples, FL 34108-7512
Mailing Address
Phone number
(239) 254-2500
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PCM FORM ADV PART 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts420
AUM (Assets Under Management)$ 1,346,803,883

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PRIVATE CAPITAL MANAGEMENT

CRD#: 169172Naples, FL 34108-7512

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