LEMNIS CAPITAL

RIASEC RegisteredEst. 2026

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Avg account

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Advisory reps

Firm details

Headquarters: RICHARDSON, Texas
CRD number: 340137
Registered since: March 9, 2026
Fee structure: Percentage of AUM, Fixed Fees
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Lemnis Capital LLC is a recently formed investment adviser that registered with the SEC in 2026. It is organized as a limited liability company and is owned by an individual. The firm identifies itself as a capital allocator and offers a mix of advisory services aimed at individuals and small businesses. Stated activities include financial planning, portfolio management for individuals and small businesses, selection of other advisers, publication of periodicals or newsletters, and running educational seminars and workshops. The firm also lists pension consulting among its activities but is not designated as a pension consultant in the filing. Fee arrangements combine a percentage-of-assets model with fixed fees. Lemnis Capital indicates no active ESG investing focus and is not registered as a multi-state adviser. The firm reports an industry affiliation with an insurance company.