|
⚲
|
| Keyboard |
| Lee Johnson Capital Management LLC
✚
|
|
|---|---|
| CRD # | 115009 |
| SEC # | 801-62355 |
| CIK # | 0001674836 |
| AUM | 368.2 M (2026-03-25) |
| Employees | 10 (90% Investors, 20% Brokers) |
| Fees | |
| Minimum | |
| Phone | 817-738-1451 |
| Address | 6300 Ridglea Place Fort Worth, TX 76116 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Corning Inc /NY | 7.4 | ||
| Nvidia Corp | 6.3 | ||
| Alcoa Inc | 5.6 | ||
| Alphabet Inc | 5.0 | ||
| Caterpillar Inc | 4.8 | ||
| General Electric Co | 4.8 | ||
| Quanta Services Inc | 4.5 | ||
| United Technologies Corp /DE/ | 4.2 | ||
| Micron Technology Inc | 3.8 | ||
| Goldman Sachs Group Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 343 | 126.8 |
| (b) Individuals (high net worth individuals) | 121 | 234.8 |
| (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 | 4.6 |
| (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 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,401 | 368.2 |
| By Discretionary | ||
| Discretionary | 1,227 | 348.9 |
| Non-Discretionary | 174 | 19.3 |
| Total | 1,401 | 368.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 368.2 | |
| Total | 1,401 | 368.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001674836] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Helm Investment Management LLC
✚
|
CO | 370.8 M |
|
S & P Financial Inc
✚
|
OR | 370.6 M |
|
Catalyst Private Wealth LLC
✚
|
CA | 370.4 M |
|
Charbeth Advisory LLC
✚
|
370.0 M | |
|
Glassy Mountain Advisors Inc
✚
|
MD | 369.8 M |
|
Ruggaard & Associates LLC
✚
|
OH | 368.6 M |
|
AFT Forsyth & Sober LLC
✚
|
FL | 368.5 M |
|
T Anton Investment House Inc
✚
|
WI | 366.6 M |
|
Shira Ridge Wealth Management
✚
|
CA | 366.4 M |
|
Royal Oak Financial Group
✚
|
OH | 366.0 M |