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Andrew Clayton Heinz

LEE JOHNSON CAPITAL MANAGEMENT, LLC·FORT WORTH, Texas
SIE, Series 7, Series 63Clean record28 years registeredLEE JOHNSON CAPITAL MANAGEMENT, LLC
6300 RIDGLEA PLACE, FORT WORTH, TX 76116CRD# 3023047Firm CRD# 115009

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Clayton Heinz · FORT WORTH, TX
Registration
CRD #3023047 · LEE JOHNSON CAPITAL MANAGEMENT, LLC · 28 years registered
Brand Profile
Not yet started
01

Career History

OVERRIDGE WEALTH ADVISORS
May 2004 – present
TRANSAMERICA FINANCIAL ADVISORS, INC.
Apr 1998 – Oct 2009
FORT WORTH, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · April 3, 1998
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEE JOHNSON CAPITAL MANAGEMENT, LLC
CRD 115009 · SEC 801-62355
AUM
$250M
Regulatory assets under management
Employees
11
1,078 client accounts
Services offered by LEE JOHNSON CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LEE JOHNSON CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Andrew Clayton Heinz offer?
Andrew Clayton Heinz specializes in Financial Planning, Investment Management. Contact their office in FORT WORTH, Texas for a consultation.
What are Andrew Clayton Heinz's credentials?
Andrew Clayton Heinz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Clayton Heinz located?
Andrew Clayton Heinz is based in FORT WORTH, Texas, working with LEE JOHNSON CAPITAL MANAGEMENT, LLC. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.
How does Andrew Clayton Heinz charge for services?
Andrew Clayton Heinz's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEE JOHNSON CAPITAL MANAGEMENT, LLC?
LEE JOHNSON CAPITAL MANAGEMENT, LLC has approximately 11 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Lester Lee Johnson
FORT WORTH, TX
CFPChFC
Dane Hobby Petty
FORT WORTH, TX

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