Ryan Taylor
Investment adviser representative at Lemnis Capital
19 yearsExperience
1 stateRegistered in
ChFC®Designation
$97.9MFirm assets
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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
19 years in the industry.
- Lemnis CapitalMar 2026 to now
- Innovation Partners LLCMar 2026 to now
- Crossfit GallantMar 2022 to now
- Massmutual Life Insurance CompanyJul 2025 to Mar 2026
- MML Investors Services, LLCJul 2025 to Mar 2026
- Equitable Advisors, LLCNov 2022 to Jun 2025
- Costco WholesaleApr 2007 to Oct 2022
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7663923
- Firm CRD
- 340137