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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 9, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COSKREY, CYNTHIA, AILEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COSKREY, CYNTHIA, AILEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COSKREY, CYNTHIA, AILEEN | I | CHIEF COMPLIANCE OFFICER/TREASURER | NA | Control |
| COSKREY, CYNTHIA, AILEEN | I | CHIEF COMPLIANCE OFFICER/TREASURER | NA | Control |
| COSKREY, CYNTHIA, AILEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEINZ, ANDREW, CLAYTON | I | VICE PRESIDENT | NA | Control |
| HEINZ, ANDREW, CLAYTON | I | VICE PRESIDENT | NA | Control |
| HEINZ, ANDREW, CLAYTON | I | VICE PRESIDENT | NA | Control |
| HEINZ, ANDREW, CLAYTON | I | VICE PRESIDENT | NA | Control |
| HEINZ, ANDREW, CLAYTON | I | VICE PRESIDENT | NA | Control |
| HEINZ, ANDREW, CLAYTON | I | VICE PRESIDENT | NA | Control |
| HEINZ, ANDREW, CLAYTON | I | VICE PRESIDENT | NA | Control |
| HEINZ, ANDREW, CLAYTON | I | VICE PRESIDENT | NA | Control |
| HEINZ, ANDREW, CLAYTON | I | VICE PRESIDENT | NA | Control |
| HEINZ, ANDREW, CLAYTON | I | VICE PRESIDENT | NA | Control |
| HEINZ, ANDREW, CLAYTON | I | VICE PRESIDENT | NA | Control |
| HEINZ, ANDREW, CLAYTON | I | VICE PRESIDENT | NA | Control |
| HEINZ, ANDREW, CLAYTON | I | VICE PRESIDENT | NA | Control |
| PERRIN, CHRISTY, LEANN | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF OPERATIONS | NA | Control |
| PERRIN, CHRISTY, LEANN | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF OPERATIONS | NA | Control |
| PERRIN, CHRISTY, LEANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PERRIN, CHRISTY, LEANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PERRIN, CHRISTY, LEANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PERRIN, CHRISTY, LEANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PERRIN, CHRISTY, LEANN | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF OPERATIONS | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF OPERATIONS | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| PETTY, DANE, HOBBY | I | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| HEINZ, ANDREW, CLAYTON | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| JOHNSON, LESTER, LEE | I | SOLE PROPRIETOR | E | Control |
| JOHNSON, LESTER, LEE | I | SOLE PROPRIETOR | E | Control |
| JOHNSON, LESTER, LEE | I | PRESIDENT | E | Control |
| JOHNSON, LESTER, LEE | I | PRESIDENT | E | Control |
| JOHNSON, LESTER, LEE | I | SOLE PROPRIETOR | E | Control |
| JOHNSON, LESTER, LEE | I | SOLE PROPRIETOR | E | Control |
| JOHNSON, LESTER, LEE | I | SOLE PROPRIETOR | E | Control |
| JOHNSON, LESTER, LEE | I | PRESIDENT | E | Control |
| JOHNSON, LESTER, LEE | I | PRESIDENT | E | Control |
| JOHNSON, LESTER, LEE | I | PRESIDENT | E | Control |
| JOHNSON, LESTER, LEE | I | PRESIDENT | E | Control |
| JOHNSON, LESTER, LEE | I | PRESIDENT | E | Control |
| JOHNSON, LESTER, LEE | I | PRESIDENT | E | Control |
| JOHNSON, LESTER, LEE | I | PRESIDENT | E | Control |
| JOHNSON, LESTER, LEE | I | PRESIDENT | E | Control |
| JOHNSON, LESTER, LEE | I | PRESIDENT | E | Control |
| JOHNSON, LESTER, LEE | I | PRESIDENT | E | Control |
| JOHNSON, LESTER, LEE | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Jul 9, 2025 REGISTERED
Notice Filings (5)
CA CO FL LA TX
Address
6300 RIDGLEA PLACESUITE 1020
FORT WORTH, TX 76116
United States
Phone: 817-738-1451