Dakota
Dakota
Book a Demo
Talk to an Expert

Lemnis Capital

EST. AUM
$97,886,144

CONTACTS

CLIENT ACCOUNTS
352

Firm Details

Metro area Dallas
CRD Number 340137
Website buildalegacy.com
Client types

Overview

Lemnis Capital is an SEC-registered investment adviser established in Texas in 2026, headquartered in Richardson, Texas, and solely owned by Ryan Wayne Wood. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and subscription-based educational services to a broad client base including individuals, high-net-worth individuals, retirement plan participants, trusts, estates, and corporations. Lemnis Capital is affiliated with Lemnis Insurance Agency through common ownership and operates as a fiduciary in all client relationships with no minimum account size requirement.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy