AdvisorCensus / Financial advisors / Texas / Dallas / Lemnis Capital
Lemnis Capital
Filed as LEMNIS CAPITAL · Legal name Lemnis Capital LLC
Lemnis Capital is an SEC-registered investment advisory firm in Richardson, TX, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.
Quick answers
From the filingHow is Lemnis Capital compensated?
On its Form ADV (Item 5.E, October 2026), Lemnis Capital reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Lemnis Capital located?
Lemnis Capital's principal office is in Richardson, TX, according to its Form ADV.
Is Lemnis Capital registered with the SEC or a state?
Lemnis Capital is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340137.
How much does Lemnis Capital manage?
Lemnis Capital reports $97,886,144 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (93% discretionary).
What types of clients does Lemnis Capital serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (333); high net worth individuals (19).
Which custodians does Lemnis Capital use?
Lemnis Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Lemnis Capital report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340137
Does Lemnis Capital state an account minimum?
Its Form ADV Part 2A brochure dated August 31, 2026 says: "The Adviser does not impose a minimum account size or amount requirement for its"
What changed in Lemnis Capital's recent Form ADV filings?
In the September 2026 filing data: Changed its legal name from Lemnis Capital to Lemnis Capital LLC. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
The Adviser does not impose a minimum account size or amount requirement for its
As stated in the firm's Form ADV Part 2A brochure dated August 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$97,886,144 as of October 2026, filing dated October 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Lemnis Capital LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 13. Performing investment advisory functions: 13.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- September 2026
- Changed its legal name from Lemnis Capital to Lemnis Capital LLC.
- Updated its list of owners and control persons (Schedule A).
- August 2026
- Regulatory assets under management went from $0 to $97,886,144.
- April 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Lemnis Capital (CRD 340137): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/lemnis-capital-richardson-tx-340137