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OVERRIDGE WEALTH ADVISORS
Legal name: LEE JOHNSON CAPITAL MANAGEMENT, LLC
CRD 115009File 801-62355
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$368.2M
Below cohort median (national)
Discretionary AUM
$348.9M
Non-discretionary $19.3M
Clients
464
1,401 accounts
Employees
10
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 16, 2003
- Principal office
- 6300 RIDGLEA PLACE, SUITE 1020, FORT WORTH, TX, 76116
- Phone
- 817-738-1451
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $368.2M
- Discretionary AUM
- $348.9M
- Non-discretionary AUM
- $19.3M
- Discretionary accounts
- 1,227
- Non-discretionary accounts
- 174
- Total accounts
- 1,401
- AUM per client
- $794K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.0M |
| Charitable organizations | Fewer than 5 | $4.6M |
| High net worth individuals | 121 | $234.8M |
| Individuals (other than high net worth individuals) | 343 | $126.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.