Lemnis Capital

Overview

Lemnis Capital is an independent, domestic limited-liability advisory firm focused on serving individual and family clients. The firm acts as a capital allocator and provides fee-based wealth management through both percentage-of-AUM and fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, publication of periodicals/newsletters, and delivery of educational seminars and workshops. Lemnis Capital reports that it is not an active ESG investor and does not operate as a multi-state adviser. The firm maintains an industry affiliation with an insurance company, which may support insurance-related solutions within client plans. As an allocator, the firm deploys client capital to externally managed funds in addition to more traditional instruments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices