Lemnis Capital

RIASEC RegisteredEst. 2026
Total AUM
$97.9M
Discretionary
$91.2M
93% of AUM
Avg account
$278K
Accounts
352
Employees
13
Advisory reps
13

Firm details

Headquarters
Richardson, Texas
CRD number
340137
Registered since
March 9, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals61.52%
  • HNWI38.48%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Lemnis Capital is an independent, owner-operated registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm focuses on serving individual and family clients, offering both investment management and financial planning. Its advisory services include portfolio management for individuals and small businesses, selection of other advisers, pension-related consulting, and client education through newsletters and workshops. Lemnis Capital charges a mix of asset-based fees and fixed fees and identifies itself as a capital allocator that places client capital with third-party managers when appropriate. The firm does not position itself as an ESG-focused investor and lists an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, Public Funds/Mutual Funds 37%, Derivatives 2%, Cash & Cash Equivalents 2%59%
  • Exchange Traded Equities59%
  • Public Funds/Mutual Funds37%
  • Derivatives2%
  • Cash & Cash Equivalents2%

Contacts

3 of 13
  • Karen Rosson

    Registered RepresentativeCRD 6816486

  • William Higley

    William Higley

    Registered RepresentativeCRD 8200214

  • Mikayla Born

    Mikayla Born

    Vice PresidentCRD 6796356

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Richardson, TX

Dallas

Location

Richardson, TX

Headquartered in Richardson, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
2400 Lakeside Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth