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

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities59%
Public Funds/Mutual Funds37%
Derivatives2%
Cash & Cash Equivalents2%

Contacts

3 of 12

Ryan Wood
Founder & PresidentCRD 5843130
Mikayla Born
Vice PresidentCRD 6796356
Karen Rosson
Registered RepresentativeCRD 6816486

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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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