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Eric Stiles Shute

Leisure Capital Management, Inc.

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About Eric Stiles Shute

Eric Shute is a financial advisor with Leisure Capital Management, Inc. Eric has been in the financial services industry for over 10 years, and is a registered investment advisor in California. Eric has a Series 3, 7 and 66 license. Prior to joining Leisure Capital Management, Eric worked at UBS Financial Services Inc. Eric specializes in providing financial advice to high-net-worth individuals, corporations and charitable organizations. Eric is also a specialist in Pension Consulting, Portfolio Management for Businesses and Portfolio Management for Individuals.

Firm Information

Eric Shute is currently registered with Leisure Capital Management, Inc.. Leisure Capital Management, Inc. is a registered investment advisor based in Costa Mesa, CA. The firm manages a total of $703,936,802 in assets for 324 clients. They specialize in providing portfolio management services to individuals, businesses, and charitable organizations, including pension consulting and selection of other advisors.
Leisure Capital Management, Inc.

650 TOWN CENTER DR.

COSTA MESA, CA 92626-1989

$703.94M

Assets Under Management

12

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Shute’s Registration & Firm History

CA

10/09/2023 - Present

Leisure Capital Management, Inc. (COSTA MESA CA)

CA

12/19/2013 - 10/24/2023

UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 04/26/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2015

Series 3 - National Commodity Futures Examination

BC

Issued 12/19/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Stiles Shute.
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