SourcingSourcing

LEMNIS CAPITAL

C29
CRD 340137·SEC 801-135496·RICHARDSON, TX
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LEMNIS CAPITAL
CRD
340137
SEC file #
801-135496
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
13
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
—
Primary office
RICHARDSON TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WOOD, RYAN, WAYNE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
WOOD, RYAN, WAYNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3872
Soi Zip Pct 200k Plus
0.1514
Soi Zip Returns 200k Plus
2100
Soi Zip Total AGI
1,685,584
Fdic Zip Total Deposits
8,491,950,000
Fdic Zip Branch Count
63
Fdic Zip Top Banks
Texas Capital Bank, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
13
Bc Firm Active IA Count
13
Bc Firm IAR Count
13
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Dallas National BankRichardson, TX
First BankRichardson, TX
Fdic Zip HHI
3571.98
Fdic Zip Top Bank Share Pct
54.94
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI32,973
Returns2,760
Stub 2
AGI82,281
Returns2,200
Stub 3
AGI122,682
Returns1,980
Soi Zip Total Business Income
47,850
Soi Zip Total Cap Gains
70,202
Soi Zip Total Dividends
40,873
Soi Zip Total Returns
13,870
Top Owner CRD
5843130
Trust Company Affiliate
No

People (13)

13
WOOD, RYAN, WAYNE
IAR · Direct Owner · 87.5%
5843130
Bernardo Velasco Linares
IAR
8137486
Justin Elovitz
IAR
8044373
Carson Wick
IAR
8182168
Austin Layne Todd
IAR
8126787
Jackson Parrish
IAR
8084551
Mikayla Noel Born
IAR
6796356
William Higley
IAR
8200214
Karen Rosson
IAR
6816486
Kira Marie La Sage
IAR
7671727
Ryan Taylor
IAR
7663923
Benjamin Norman Campbell
IAR
7710531
Harley Matthews
IAR
7995438