Lemnis Capital
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds37%
- Derivatives2%
- Cash & Cash Equivalents2%
Contacts
3 of 13Karen Rosson
Registered RepresentativeCRD 6816486

William Higley
Registered RepresentativeCRD 8200214

Mikayla Born
Vice PresidentCRD 6796356
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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