A complete list of active advisors currently associated with Lemnis Capital

Warmer can help you find a great advisor at Lemnis Capital or one who fits your needs even better.

Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors and participants, trusts, and other business and institutional clients. The firm offers both discretionary and non‑discretionary portfolio management using model portfolios and customized asset allocation, subscription‑based financial planning memberships, retirement plan consulting and participant education, variable annuity oversight, SDBA advisory, and access to direct indexing through unaffiliated sub‑advisors. The firm matches clients to model portfolios or tailored allocations based on stated objectives, risk tolerance, and time horizon, and monitors accounts on an ongoing basis. It relies on third‑party platforms and strategists (including TAMPs and SMA managers) to deliver specialized strategies and execution — in some SDBA arrangements the firm provides non‑discretionary guidance through AssetMark, while other SDBA allocations are managed on a discretionary basis by an unaffiliated sub‑advisor. Noteworthy features that differentiate Lemnis Capital from many peers include centralized ownership by a single holding‑company member and a structured subscription membership offering that emphasizes ongoing education and decision support, with reduced pricing available for active educators and first responders. The firm’s practice also involves participation in third‑party platform and wrap programs and receipt of embedded or promoter compensation from some sub‑advisors, alongside affiliated insurance and broker‑dealer relationships disclosed as potential conflicts to be managed.

To learn more about the advisors currently working at Lemnis Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.