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| Lee Johnson Capital Management LLC
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|---|---|
| CRD # | 115009 |
| SEC # | 801-62355 |
| CIK # | 0001674836 |
| AUM | $207.1 MM (2023-03-17) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 817-738-1451 |
| Address | 6300 Ridglea Place Fort Worth, TX 76116 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 10.0 | |
| NVDA | 399,550.0 | 5.9 | |
| COST | 207,576.9 | 4.8 | |
| CVX | 294,604.1 | 4.2 | |
| VLO | 47,441.2 | 2.3 | |
| XOM | 385,508.3 | 1.0 | |
| LMT | 111,953.9 | 0.5 | |
| MSFT | 1,918,222.4 | 0.5 | |
| AMZN | 1,092,997.8 | 0.4 | |
| LOW | 111,668.6 | 0.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 321 | 116.1 |
| (b) Individuals (high net worth individuals) | 46 | 84.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 5.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,342 | 207.1 |
| By Discretionary | ||
| Discretionary | 1,026 | 189.7 |
| Non-Discretionary | 316 | 17.4 |
| Total | 1,342 | 207.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 207.1 | |
| Total | 1,342 | 207.1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001674836] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kovalcik & Geraghty Wealth Partners LLP
✚
|
OH | 0.2 |
|
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VA | 0.2 |
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TX | 0.2 |
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Victoria Capital Management Inc
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SC | 0.2 |
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Shaker Financial Services LLC
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MD | 0.2 |
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Alden Investment Advisors LLC
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PA | 0.2 |
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NorthStar Financial Planners Inc
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FL | 0.2 |
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Breakwater Investment Management LLC
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WA | 0.2 |
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JF Williams Co Inc
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CO | 0.2 |