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OVERRIDGE WEALTH ADVISORS

LEE JOHNSON CAPITAL MANAGEMENT, LLC

CRD 115009 · SEC 801-62355

Visit website

6300 RIDGLEA PLACE, SUITE 1020, FORT WORTH, TX, 76116, United States

Phone

817-738-1451

Fax

817-738-9056

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$368.2M

Discretionary AUM

$348.9M

Team

10 total employees; 9 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals343$126.8M
High net worth individuals121$234.8M

States served

CA, CO, LA, TX

All web addresses on file

Official SEC filing: View on IAPD