LEE JOHNSON CAPITAL MANAGEMENT, LLC
Legal name: OVERRIDGE WEALTH ADVISORS
CRD #115009 SEC #801-62355 FORT WORTH, TX 817-738-1451
SEC Registered
Total AUM
$238.2M
Discretionary
$233.5M
Employees
10
Clients
0
Accounts
396
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $238.2M | $233.5M | $4.6M | 10 | 0 |
| Apr 2025 | $238.2M | $233.5M | $4.6M | 10 | 0 |
| Apr 2025 | $238.2M | $233.5M | $4.6M | 10 | 0 |
| Feb 2025 | $238.2M | $233.5M | $4.6M | 10 | 0 |
| Feb 2025 | $238.2M | $233.5M | $4.6M | 10 | 0 |
| Feb 2024 | $250.2M | $246.4M | $3.7M | 11 | 0 |
| Feb 2024 | $250.2M | $246.4M | $3.7M | 11 | 0 |
| Jul 2023 | $207.1M | $189.7M | $17.4M | 10 | 0 |
| Jul 2023 | $207.1M | $189.7M | $17.4M | 10 | 0 |
| Mar 2023 | $207.1M | $189.7M | $17.4M | 10 | 0 |
| Mar 2023 | $207.1M | $189.7M | $17.4M | 10 | 0 |
| Jan 2022 | $228.2M | $206.3M | $21.9M | 10 | 0 |
| Jan 2022 | $228.2M | $206.3M | $21.9M | 10 | 0 |
| Feb 2021 | $194M | $169.3M | $24.7M | 10 | 0 |
| Feb 2021 | $194M | $169.3M | $24.7M | 10 | 0 |
| Jun 2020 | $173.1M | $144.8M | $28.3M | 9 | 0 |
| Feb 2020 | $173.1M | $144.8M | $28.3M | 9 | 0 |
| Oct 2019 | $153M | $124.7M | $28.3M | 9 | 0 |
| Mar 2019 | $153M | $124.7M | $28.3M | 9 | 0 |
| Jan 2019 | $153M | $124.7M | $28.3M | 9 | 0 |
| Feb 2018 | $162M | $129.4M | $32.6M | 9 | 1 |
| Feb 2017 | $138.7M | $102.8M | $35.9M | 7 | 300 |
| Jan 2017 | $130.6M | $100.3M | $30.3M | 7 | 300 |
| Mar 2016 | $130.6M | $100.3M | $30.3M | 7 | 300 |
| Jul 2015 | $100.6M | $100.6M | $0 | 7 | 300 |
| Mar 2015 | $100.6M | $100.6M | $0 | 7 | 300 |
| Dec 2014 | $107.2M | $107.2M | $0 | 7 | 300 |
| Oct 2014 | $107.2M | $107.2M | $0 | 7 | 300 |
| Jan 2014 | $107.2M | $107.2M | $0 | 7 | 300 |
| Mar 2013 | $90.6M | $90.6M | $0 | 12 | 300 |
| Mar 2012 | $92.7M | $92.7M | $0 | 11 | 300 |
| Mar 2012 | $92.7M | $92.7M | $0 | 11 | 300 |
| Dec 2011 | $98.1M | $98.1M | $0 | 11 | 300 |
| Nov 2011 | $98.1M | $98.1M | $0 | 11 | 251 |
| Jul 2011 | $98.1M | $98.1M | $0 | -- | -- |
| Jan 2011 | $90.9M | $90.9M | $0 | -- | -- |
| Mar 2008 | $129.2M | $129.2M | $0 | 10 | -- |
| Mar 2007 | $121.5M | $121.4M | $144.8K | 10 | -- |
| Mar 2006 | $98.3M | $98.2M | $133.9K | 10 | -- |
| Sep 2004 | $88M | $87.3M | $733K | 10 | -- |
| Mar 2004 | $88M | $87.3M | $733K | 10 | -- |
DateJul 2025
Total AUM$238.2M
Discretionary$233.5M
Non-Disc.$4.6M
Employees10
Clients0
DateApr 2025
Total AUM$238.2M
Discretionary$233.5M
Non-Disc.$4.6M
Employees10
Clients0
DateApr 2025
Total AUM$238.2M
Discretionary$233.5M
Non-Disc.$4.6M
Employees10
Clients0
DateFeb 2025
Total AUM$238.2M
Discretionary$233.5M
Non-Disc.$4.6M
Employees10
Clients0
DateFeb 2025
Total AUM$238.2M
Discretionary$233.5M
Non-Disc.$4.6M
Employees10
Clients0
DateFeb 2024
Total AUM$250.2M
Discretionary$246.4M
Non-Disc.$3.7M
Employees11
Clients0
DateFeb 2024
Total AUM$250.2M
Discretionary$246.4M
Non-Disc.$3.7M
Employees11
Clients0
DateJul 2023
Total AUM$207.1M
Discretionary$189.7M
Non-Disc.$17.4M
Employees10
Clients0
DateJul 2023
Total AUM$207.1M
Discretionary$189.7M
Non-Disc.$17.4M
Employees10
Clients0
DateMar 2023
Total AUM$207.1M
Discretionary$189.7M
Non-Disc.$17.4M
Employees10
Clients0
DateMar 2023
Total AUM$207.1M
Discretionary$189.7M
Non-Disc.$17.4M
Employees10
Clients0
DateJan 2022
Total AUM$228.2M
Discretionary$206.3M
Non-Disc.$21.9M
Employees10
Clients0
DateJan 2022
Total AUM$228.2M
Discretionary$206.3M
Non-Disc.$21.9M
Employees10
Clients0
DateFeb 2021
Total AUM$194M
Discretionary$169.3M
Non-Disc.$24.7M
Employees10
Clients0
DateFeb 2021
Total AUM$194M
Discretionary$169.3M
Non-Disc.$24.7M
Employees10
Clients0
DateJun 2020
Total AUM$173.1M
Discretionary$144.8M
Non-Disc.$28.3M
Employees9
Clients0
DateFeb 2020
Total AUM$173.1M
Discretionary$144.8M
Non-Disc.$28.3M
Employees9
Clients0
DateOct 2019
Total AUM$153M
Discretionary$124.7M
Non-Disc.$28.3M
Employees9
Clients0
DateMar 2019
Total AUM$153M
Discretionary$124.7M
Non-Disc.$28.3M
Employees9
Clients0
DateJan 2019
Total AUM$153M
Discretionary$124.7M
Non-Disc.$28.3M
Employees9
Clients0
DateFeb 2018
Total AUM$162M
Discretionary$129.4M
Non-Disc.$32.6M
Employees9
Clients1
DateFeb 2017
Total AUM$138.7M
Discretionary$102.8M
Non-Disc.$35.9M
Employees7
Clients300
DateJan 2017
Total AUM$130.6M
Discretionary$100.3M
Non-Disc.$30.3M
Employees7
Clients300
DateMar 2016
Total AUM$130.6M
Discretionary$100.3M
Non-Disc.$30.3M
Employees7
Clients300
DateJul 2015
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees7
Clients300
DateMar 2015
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees7
Clients300
DateDec 2014
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees7
Clients300
DateOct 2014
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees7
Clients300
DateJan 2014
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees7
Clients300
DateMar 2013
Total AUM$90.6M
Discretionary$90.6M
Non-Disc.$0
Employees12
Clients300
DateMar 2012
Total AUM$92.7M
Discretionary$92.7M
Non-Disc.$0
Employees11
Clients300
DateMar 2012
Total AUM$92.7M
Discretionary$92.7M
Non-Disc.$0
Employees11
Clients300
DateDec 2011
Total AUM$98.1M
Discretionary$98.1M
Non-Disc.$0
Employees11
Clients300
DateNov 2011
Total AUM$98.1M
Discretionary$98.1M
Non-Disc.$0
Employees11
Clients251
DateJul 2011
Total AUM$98.1M
Discretionary$98.1M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$90.9M
Discretionary$90.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$129.2M
Discretionary$129.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$121.5M
Discretionary$121.4M
Non-Disc.$144.8K
Employees10
Clients--
DateMar 2006
Total AUM$98.3M
Discretionary$98.2M
Non-Disc.$133.9K
Employees10
Clients--
DateSep 2004
Total AUM$88M
Discretionary$87.3M
Non-Disc.$733K
Employees10
Clients--
DateMar 2004
Total AUM$88M
Discretionary$87.3M
Non-Disc.$733K
Employees10
Clients--