James Leffler

Employer firm

Pmv Capital Advisers, LLC CRD 308010

$132M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 03/2023
  Dallas Symphony Association
  Dallas, TX
• 03/2022 → Present
  Pmv Capital Advisers, Llc
  Dallas, TX
• 03/2022 → 04/2025
  Gault Company
  Dallas, TX
• 04/2023 → 04/2025
  Discover Multifamily, Llc
  Richardson, TX
• 08/2025 → Present
  Headwall Strategies, Llc
  Dallas, TX

Other Businesses

Headwall Strategies, LLC Not investment related 15660 Dallas Pkwy Suite 1250 Dallas, TX 75248 Strategic, financial, and organizational consulting for nonprofits Consultant Sole-member 8/2025 100 hours per month 60 hours per month during trading hours Currently provides broad business operations consulting for nonprofits

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-06