$1.7B Total AUM
$1.7B Disc. AUM
7.3% 3Y CAGR
39 Employees
447 ADV. Clients
51 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- AtlasDelta +more
- Established Date
- 04-26-1975
- Office Locations
- 1
Office Locations
8350 N. Central Expressway Stte 1800 Dallas TX
About LEE Financial Company, LLC
LEE Financial Company, LLC is a Dallas-based RIA. The firm has been operating for 51 years. Managing $1.7B in total assets under management, with 22 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
44 AVG AGE
$76.5M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
12.2 yrs AVG TENURE
39 Employees
22 Advisory Reps
22 RIA Reps
51yrs Firm Age
Insights
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Asset Classes
Value Zenith unison Momentum element Frontier timber Timber catalyst Fusion vertex
Client Personas
Zenith
CRM
Bridge foundation
Investment Themes
Wave Fusion fusion Optima
Investment Vehicles
Pathway prime
Services
Insight vector Element foundation Horizon vital Signal summit Vector fusion Ember
Technology
Focus Optima Meridian
Owner & Executives
DANNY RAY BOYCE
Director of Investments, Owner, Senior Portfolio Manager
- CRD
- #4531522
- Ownership
- 10% but less than 25%
(703) 287-3815
vertex.insight@frontiercapital.com
in linkedin.com/in/bridge-eagle
NICHOLAS SHAWN GIBSON
Owner, SENIOR FINANCIAL PLANNER
- CRD
- #4516038
- Ownership
- 10% but less than 25%
(767) 663-5955
optima.catalyst@eaglecapital.com
in linkedin.com/in/matrix-crest
P
Pathway peak
Focus glacier
- CRD
- #33070
- Ownership
- 31.8%
(722) 295-8039
vertex.momentum@quantumcapital.com
in linkedin.com/in/frontier-eagle
Showing 2 of 9 owners & executives
Unlock allContacts
ADRIENNE DENAE ANTHONY
Financial Planner
- CRD
- #6078759
(527) 983-1267
quantum.radial@unisoncapital.com
in linkedin.com/in/capital-wave
JENNIFER ANN ARMSTRONG
Financial Planner
- CRD
- #4531509
(442) 243-1670
crest.catalyst@focuscapital.com
in linkedin.com/in/catalyst-foundation
W
Wave eagle
Wave peak meridian
- CRD
- #53673
(952) 375-6281
optima.signal@insightcapital.com
in linkedin.com/in/fusion-momentum
Showing 2 of 31 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,651,950,665 | $972,308 |
| Non-Discretionary | $30,520,005 | $663,478 |
| Total | $1,682,470,670 | $964,167 |
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Separately Managed Accounts
Total SMA Asset: $1,667,281,062
Public Funds:
5.1% Equity - Exchange:
21.0% Private Funds:
18.9% Cash:
14.8% Other:
7.0% Municipal Bonds:
12.6% U.S. Government/Agency:
20.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $158,851,138 | 5.1% |
| Equity - Exchange | $654,092,921 | 21.0% |
| Private Funds | $588,683,629 | 18.9% |
| Cash | $460,979,773 | 14.8% |
| Other | $218,030,974 | 7.0% |
| Municipal Bonds | $392,455,753 | 12.6% |
| U.S. Government/Agency | $641,634,009 | 20.6% |
| Total | $3,114,728,197 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT VITAL | GLACIER EMBER | KN5OLPZ8D | PGILQ | 7.11% | $88,873,668 |
| CREST CAPITAL | MATRIX FOUNDATION | YBIRVS2ZT | LJSN | 3.97% | $110,575,946 |
| CAPITAL VITAL MOMENTUM | SUMMIT QUANTUM | 95HGRG0CK | LJP | 10.08% | $15,542,441 |
| FOCUS LEGACY | RIDGE FRONTIER | 335BFWP9X | QRC | 11.17% | $119,676,030 |
| VALUE MATRIX ALPHA | EMBER VITAL | OOC2PWN9Z | HNAY | 6.75% | $92,133,372 |
| CATALYST VERTEX | EMBER INSIGHT | 4ORGYT15B | KPD | 1.37% | $65,587,599 |
| BRIDGE QUANTUM MOMENTUM | VALUE OPTIMA | A1SCERHKB | CWEG | 5.31% | $3,428,828 |
| EAGLE GLACIER | MOMENTUM UNISON | MOYDR0OR4 | TCFRI | 11.14% | $34,943,746 |