Lee Johnson Capital Management, LLC
● SEC registered since 2003CRD 115009SEC# 801-62355Fort Worth, TX
Reg. AUM
$368.2M
Employees
10
Accounts
1,401
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 $368.2 million in regulatory assets under management and employs 10 people.
Lee Johnson Capital Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Clayton Heinz Control | President/Chief Executive Officer | Over 75% | 2016 |
| Dane Hobby Petty Control | Chief Compliance Officer / Chief Operating Officer | Under 5% | 2014 |
Frequently asked questions
How much does Lee Johnson Capital Management, LLC manage?
Lee Johnson Capital Management, LLC reports $368.2 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
| Address | 6300 Ridglea Place, Suite 1020, Fort Worth, TX 76116 |
| Phone | 817-738-1451 |
| Fax | 817-738-9056 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1674836 |
| Discloses disciplinary history | No |
Regulatory AUM
$368.2M▲ 55%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$368.2Mregulatory AUM
Discretionary $348.9MNon-discretionary $19.3M