LEE JOHNSON CAPITAL MANAGEMENT, LLC

OVERRIDGE WEALTH ADVISORS
FORT WORTH, Texas·3 registered advisors·CRD# 115009
SEC# 801-623550817-738-1451
01

Firm Overview

AUM
$250M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LEE JOHNSON CAPITAL MANAGEMENT, LLC

3 registered advisors
Andrew Clayton Heinz
FORT WORTH, Texas
Dane Hobby Petty
FORT WORTH, Texas
Lester Lee Johnson
FORT WORTH, Texas
CFPChFC
05

Office Locations

FORT WORTH, Texas
3 advisors

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Data sourced from SEC Form ADV filings. LEE JOHNSON CAPITAL MANAGEMENT, LLC (CRD# 115009) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.