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Lee Johnson Capital Management, LLC

● SEC registered since 2003CRD 115009SEC# 801-62355Fort Worth, TX
Export (members)
Reg. AUM
$238.2M
Employees
10
Accounts
396
Location
Fort Worth, TX

Lee Johnson Capital Management, LLC assets under management

Lee Johnson Capital Management, LLC is an investment advisory firm registered with the SEC based in Fort Worth, TX. The firm has been registered since 2003. It reports $238.2 million in regulatory assets under management and employs 10 people.

Lee Johnson Capital Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Andrew Clayton Heinz ControlPresident/Chief Executive OfficerOver 75%2016
Dane Hobby Petty ControlChief Compliance Officer / Chief Operating OfficerUnder 5%2014

Frequently asked questions

How much does Lee Johnson Capital Management, LLC manage?

Lee Johnson Capital Management, LLC reports $238.2 million in regulatory assets under management on its Form ADV.

How many employees does Lee Johnson Capital Management, LLC have?

Lee Johnson Capital Management, LLC reports 10 employees.

Where is Lee Johnson Capital Management, LLC located?

Lee Johnson Capital Management, LLC is based in Fort Worth, TX and has been SEC-registered since 2003.

Does Lee Johnson Capital Management, LLC disclose fund performance?

Lee Johnson Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6300 Ridglea Place, Suite 1020, Fort Worth, TX 76116
Phone817-738-1451
Fax817-738-9056
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
CIK1674836
Discloses disciplinary historyNo

Assets under management

Discretionary$233.5M
Non-discretionary$4.6M
Total (RAUM)$238.2M