# Lemnis Capital

> 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.

- CRD: 340137
- Filed as: LEMNIS CAPITAL
- Legal name: Lemnis Capital LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Richardson, TX
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340137
- AdvisorCensus page: https://advisorcensus.com/firm/lemnis-capital-richardson-tx-340137

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 31, 2026)

- Account minimum: None

> The Adviser does not impose a minimum account size or amount requirement for its

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $97,886,144
- Discretionary: $91,192,105
- Non-discretionary: $6,694,039

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 333 | $60,216,865 |
| High net worth individuals | 19 | $37,669,279 |

### 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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 13 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, LA, NC, NE, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lemnis Capital (CRD 340137): Form ADV filing data as of October 2026.