Data / Investment advisers / Texas / Overridge Wealth Advisors
Overridge Wealth Advisors, Fort Worth, TX: $368 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Overridge Wealth Advisors is an SEC registered investment adviser with its main office in Fort Worth, Texas and reports $368 million in regulatory assets under management in its Form ADV filed October 26, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Overridge Wealth Advisors (CRD number 115009): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 115009
- SEC file number
- 801-62355
- SEC status
- Approved, effective September 16, 2003
- Legal name
- Lee Johnson Capital Management, LLC
- Main office
- 6300 Ridglea Place Suite 1020, Fort Worth, TX 76116
- Phone
- (817) 738-1451
- Regulatory AUM
- $368,216,317 in the Form ADV filed October 26, 2026
- Discretionary AUM
- $348,866,668
- Non discretionary AUM
- $19,349,649
- Accounts
- 1,401
- Employees
- 10, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 121 | $234.8 million |
| Individuals (other than high net worth individuals) | 343 | $126.8 million |
| Charitable organizations | Fewer than 5 | $4.6 million |
| Corporations or other businesses | Fewer than 5 | $2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $368.2 million | February 18, 2026 |
| December 1, 2025 | $238.2 million | July 9, 2025 |
Other advisers in Fort Worth
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Point Bridge Capital, LLC | Fort Worth | $419.7 million | 9 | adviserinfo.sec.gov |
| Rhodes Investment Advisors, Inc. | Fort Worth | $419.2 million | Not listed | adviserinfo.sec.gov |
| Vortus Investment Advisors, LLC | Fort Worth | $411.7 million | 5 | adviserinfo.sec.gov |
| The Capital Chart Room, LTD | Fort Worth | $400.9 million | Not listed | adviserinfo.sec.gov |
| Highpeak Energy Management, LLC | Fort Worth | $391.8 million | 2 | adviserinfo.sec.gov |
| Shelton Wealth Management, LLC | Fort Worth | $364.5 million | Not listed | adviserinfo.sec.gov |
| Michels Family Financial, LLC | Fort Worth | $347.9 million | Not listed | adviserinfo.sec.gov |
| Aspenridge Wealth Advisors | Fort Worth | $335 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Worth, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Overridge Wealth Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.