Robert Bruce Knapp
Investment adviser representative at Overridge Wealth Advisors
9 yearsExperience
1 stateRegistered in
$368.2MFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Overridge Wealth AdvisorsAug 2019 to now
- UnemployedMay 2019 to Jul 2019
- Lee Johnson Capital Management, LLCFeb 2010 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
Overridge Wealth Advisors
Legal name: Lee Johnson Capital Management, LLC
$368.2MAssets managed
464Clients
9Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2450884
- Firm CRD
- 115009