Karen Rosson
Investment adviser representative at Lemnis Capital
13 yearsExperience
1 stateRegistered in
$97.9MFirm assets
Under 1 yearFirm 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
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Lemnis CapitalMar 2026 to now
- Innovation Partners LLCMar 2026 to now
- Equitable Advisors, LLCAug 2017 to Mar 2026
- AXA Advisors, LLCAug 2017 to Jun 2020
- UnemployedMay 2017 to Aug 2017
- MarriottDec 2016 to May 2017
- Agency EntourageSep 2016 to Dec 2016
- University of North TexasAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Lemnis Capital
Legal name: Lemnis Capital LLC
$97.9MAssets managed
352Clients
12Advisers
Under 1 yearIn 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
- 6816486
- Firm CRD
- 340137