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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 Oct 1, 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
- Website
- HTTPS://WWW.OVERRIDGE.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 10 | increased by1 |
| Mar 1, 2026 | Employees | 10 | 9 | decreased by1 |
| Mar 1, 2026 | Clients | 365 | 464 | increased by99 |
| Mar 1, 2026 | AUM | $238,178,154 | $368,216,317 | increased by$130,038,163 |
| Mar 1, 2026 | Accounts | 396 | 1,401 | increased by1,005 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 354 | 365 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $228,189,388 | $238,178,154 | increased by$9,988,766 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,352 | 396 | decreased by956 |
| Feb 1, 2022 | Clients | 346 | 354 | increased by8 |
| Feb 1, 2022 | AUM | $194,016,026 | $228,189,388 | increased by$34,173,362 |
| Feb 1, 2022 | Accounts | 1,367 | 1,352 | decreased by15 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OVERRIDGE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OVERRIDGE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.