AdvisorCensus / Financial advisors / Texas / Dallas / Overridge Wealth Advisors
Overridge Wealth Advisors
Filed as OVERRIDGE WEALTH ADVISORS · Legal name Lee Johnson Capital Management, LLC
Overridge Wealth Advisors is an SEC-registered investment advisory firm in Fort Worth, TX, registered since 2003, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is Overridge Wealth Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Overridge Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Overridge Wealth Advisors located?
Overridge Wealth Advisors' principal office is in Fort Worth, TX, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Overridge Wealth Advisors registered with the SEC or a state?
Overridge Wealth Advisors is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 115009.
How much does Overridge Wealth Advisors manage?
Overridge Wealth Advisors reports $368,216,317 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (95% discretionary).
How have Overridge Wealth Advisors' assets and staff changed since 2021?
In the Form ADV data for Overridge Wealth Advisors: Regulatory assets under management: $194,016,026 in the October 2021 data and $368,216,317 in the October 2026 data, up 90%. Total employees: 10 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Overridge Wealth Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (343); high net worth individuals (121).
Which custodians does Overridge Wealth Advisors use?
Overridge Wealth Advisors' 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 Overridge Wealth Advisors 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/115009
Does Overridge Wealth Advisors state an account minimum?
Its Form ADV Part 2A brochure dated February 17, 2026 says: "The Registrant does not impose a minimum annual fee or minimum asset level requirement on client accounts."
What changed in Overridge Wealth Advisors' recent Form ADV filings?
In the March 2026 filing data: Employees performing advisory functions went from 7 to 9. Regulatory assets under management went from $238,178,154 to $368,216,317 (+55%).
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 2AAccount minimum: None
The brochure's wording
The Registrant does not impose a minimum annual fee or minimum asset level requirement on client accounts.
Minimum annual fee: None
The brochure's wording
The Registrant does not impose a minimum annual fee or minimum asset level requirement on client accounts.
As stated in the firm's Form ADV Part 2A brochure dated February 17, 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$368,216,317 as of October 2026, filing dated March 25, 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
Registration and firm details
Items 1, 2, 5- Legal name
- Lee Johnson Capital Management, LLC
- Also doing business as
- SORENSEN WEALTH MANAGEMENT
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2003 (23 years)
- Employees
- Total: 10. Performing investment advisory functions: 9.
- 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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
4 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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $368,216,317 | 10 | March 25, 2026 |
| October 2025 | $238,178,154 | 10 | July 9, 2025 |
| October 2024 | $250,191,890 | 11 | February 2, 2024 |
| October 2023 | $207,106,283 | 10 | July 28, 2023 |
| October 2022 | $228,189,388 | 10 | January 24, 2022 |
| October 2021 | $194,016,026 | 10 | February 4, 2021 |
Regulatory assets under management: $194,016,026 in the October 2021 data and $368,216,317 in the October 2026 data, up 90%.
Total employees: 10 in October 2021 and 10 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Employees performing advisory functions went from 7 to 9.
- Regulatory assets under management went from $238,178,154 to $368,216,317 (+55%).
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.ISource: 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. Overridge Wealth Advisors (CRD 115009): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/overridge-wealth-advisors-fort-worth-tx-115009