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LEMNIS CAPITAL

Legal name: LEMNIS CAPITAL LLC

CRD 340137File 801-135496
APPROVED
Retail clients
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$97.9M
Bottom 25% of cohort (national)
Discretionary AUM
$91.2M
Non-discretionary $6.7M
Clients
352
352 accounts
Employees
13
Bottom 25% of cohort in TX

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Mar 9, 2026
Principal office
2400 LAKESIDE BLVD, SUITE 200, RICHARDSON, TX, 75082
Phone
972-928-6196
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$97.9M
Discretionary AUM
$91.2M
Non-discretionary AUM
$6.7M
Discretionary accounts
309
Non-discretionary accounts
43
Total accounts
352
AUM per client
$278K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals19$37.7M
Individuals (other than high net worth individuals)333$60.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Other
  • Publications
  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.