Lemnis Capital Llc
- Regulatory AUM
- $97.9M
- Discretionary
- $91.2M
- Clients
- 352
- Avg AUM / client
- $278K
- Accounts
- 352
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 333 | $60.2M | 61.5% |
| High net worth individuals | 19 | $37.7M | 38.5% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Austin Layne Todd | Registered representative | Mar 2026 (0y) | ||
| Benjamin Norman Campbell | Registered representative | Mar 2026 (0y) | ||
| Bernardo Velasco Linares | Registered representative | Mar 2026 (0y) | ||
| Carson Wick | Registered representative | Mar 2026 (0y) | ||
| Harley Matthews | Registered representative | Mar 2026 (0y) | ||
| Justin Elovitz | Registered representative | Mar 2026 (0y) | ||
| Karen Rosson | Registered representative | Mar 2026 (0y) | ||
| Kira Marie La Sage | Registered representative | Mar 2026 (0y) | ||
| Mikayla Noel Born | Registered representative | Mar 2026 (0y) | ||
| Ryan Wayne Wood | Registered representative | CFP | Mar 2026 (0y) | |
| Ryan Taylor | Registered representative | Chartered Financial Consultant | Mar 2026 (0y) | |
| William Higley | Registered representative | Mar 2026 (0y) | ||
| Jackson Parrish | Registered representative | Mar 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 929 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $91.2M (93% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 05, 2026.
View current Form ADV (SEC/IAPD) ↗