Wealth manager, independent · Fort Worth, TX
Overridge Wealth Advisors
LEE Johnson Capital Management, LLC · SEC-registered investment adviser · CRD 115009 · SEC 801-62355
At a glance
Overridge Wealth Advisors is an SEC-registered investment adviser based in Fort Worth, Texas, with $368 million in regulatory assets under management as of its Form ADV filed March 25, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 464 individual clients. By Form ADV it is a wealth manager, ranked 3,768th of 8,915 wealth managers and 9,187th of 17,210 SEC-registered advisers by assets.
Main office 817-738-1451overridge.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $368M
- Rank among wealth managers
- #3,768 of 8,915
- Rank among all SEC RIAs
- #9,187 of 17,210
- Rank in Texas
- #605 of 1,081
- Individual clients
- 464
- High-net-worth clients
- 121
- Accounts
- 1,401
- Discretionary
- 95% of AUM
- Employees
- 10
- Advisory staff
- 9
- Offices
- 3
Owners and executives on its Form ADV
- Andrew C. HeinzPresident/chief Executive Officer
- Dane H. PettyChief Compliance Officer / Chief Operating Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Overridge Wealth Advisors is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed February 2026) names Mutual Securities, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
Certain of Registrant’s representatives, in their individual capacities, are registered representatives of Mutual Securities , Inc., an unaffiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 121 | $235M | 64% |
| Individuals | 343 | $127M | 34% |
| Charitable organizations | – | $5M | 1% |
| Corporations or other businesses | – | $2M | <1% |
Disciplinary disclosures
Overridge Wealth Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗overridge.com ↗
AtlasMembers
The full record on Overridge Wealth Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 6,225 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Overridge Wealth Advisors manage?
Overridge Wealth Advisors reports $368 million in regulatory assets under management across 1,401 accounts, 95% of it on a discretionary basis, on its Form ADV filed March 25, 2026.
What kind of firm is Overridge Wealth Advisors?
Overridge Wealth Advisors is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Overridge Wealth Advisors’s clients?
By assets, its largest client types are high-net-worth individuals ($235 million, 121 clients); individuals ($127 million, 343 clients); charitable organizations ($5 million).
Does Overridge Wealth Advisors have any disciplinary history?
Overridge Wealth Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Overridge Wealth Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →