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- Custodian
- Charles Schwab & Company · Fidelity/NFS · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-26-1975
- Office Locations
- 2
Office Locations
About LEE Financial Company, LLC
LEE Financial Company, LLC is a Dallas-based RIA with 2 offices. 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.
Reported data analysis
What the numbers show
Between July 11, 2025 and July 31, 2026, reported AUM increased 12.4%, from $1.5B to $1.7B.
Across 5 reported observations, AUM increased 28.8% between August 12, 2022 and July 31, 2026, from $1.3B to $1.7B.
Of the latest reported AUM, 98.2% is discretionary and 1.8% is non-discretionary.
The firm reports 22 advisory representatives and 447 clients, or 20.3 clients per representative. That equates to $3.8M in reported AUM per client.
The profile lists 2 reported office locations and 51 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full LEE Financial Company, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DANNY RAY BOYCE
Director of Investments, Owner, Senior Portfolio Manager
- CRD
- #4531522
- Ownership
- 10% but less than 25%
NICHOLAS SHAWN GIBSON
Owner, SENIOR FINANCIAL PLANNER
- CRD
- #4516038
- Ownership
- 10% but less than 25%
Showing 2 of 9 owners & executives
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ADRIENNE DENAE ANTHONY
Financial Planner
- CRD
- #6078759
JENNIFER ANN ARMSTRONG
Financial Planner
- CRD
- #4531509
Showing 2 of 32 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
LEE Financial Company, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
LEE Financial Company, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.