Lee Johnson Capital Management is an investment advisor in Fort Worth with $228.19 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
262503106
SEC advisor number
801-62355
FINRA CRD number
115009
AUM ?
$228.19 mm
(as of 21 Jan 22)
Accounts
1,352
(as of 21 Jan 22)
Employees
10
(7 investment advisory or research)
Office hours
Monday - Friday, BY APPOINTMENT ONLY
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Heinz, Andrew, Clayton | President/chief Executive Officer | 12/2016 | > 75% |
Petty, Dane, Hobby | Chief Compliance Officer / Chief Operating Officer | 11/2014 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22