Lemnis Capital

RIASEC Registered
Total AUM
$97.9M
Discretionary
$91.2M
93% of AUM
Avg account
$278K
Accounts
352
Employees
13
Advisory reps
12

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, LLC-structured registered investment adviser that registered with the SEC in 2026. The firm serves individual and family clients and bills using a mix of percentage-of-AUM and fixed fees. Its stated advisory services span financial planning, discretionary portfolio management for individuals and small businesses, selection of other advisers, publication of periodicals/newsletters, and educational seminars or workshops. The firm identifies itself as a capital allocator and is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 12
  • Ryan Wood

    Ryan Wood

    Founder & PresidentCRD 5843130

  • Mikayla Born

    Mikayla Born

    Vice PresidentCRD 6796356

  • Karen Rosson

    Registered RepresentativeCRD 6816486

Unlock 9 more contacts →

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