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CP

Colter W. Pohlman

LEMNIS CAPITAL
RICHARDSON, TX 75082
Some features on this profile are disabled
CRD#: 8289330
CP
Colter Wayne PohlmanLEMNIS CAPITAL

Professional summary

Colter Wayne Pohlman is a registered financial advisor currently at LEMNIS CAPITAL located in Richardson, Texas and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.

Colter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Colter has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Name of Business: Lemnis Capital Investment-Related Nature: Yes Address of the Other Business: 2400 Lakeside Blvd, Suite 200, Richardson, TX 75082 Nature of the Other Business: Investment Advisory 2. Door Dash Inc Position, Title, or Relationship: Delivery Driver Start Date of the Relationship: Jul 31 2026 Approximate Number of Hours per Month Devoted: 5-12 hrs a week Investment related: No Nature of Business: Food delivery for tips Address: 303 2nd Street, Suite 800, San Francisco, California,

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colter Wayne Pohlman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 28, 2026 - Present

LEMNIS CAPITAL

Office #1: 2400 Lakeside Blvd Suite 200, Richardson, TX 75082
RIA
CRD#: 340137
RICHARDSON, TX
Current

June 29, 2026 - Present

INNOVATION PARTNERS LLC

Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210
RIA
BD
CRD#: 146344
CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LC
LEMNIS CAPITAL
LEMNIS CAPITAL | LEMNIS CAPITAL LLC

CRD#: 340137 / SEC#: 801-135496

RIA
Registered Investment Advisory firm - (3/9/2026 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(9/28/2026)

Exams

What does exam status mean?
State Security Law Exam
RR
IAR
Series 66
Status Unavailable
Passed: 8/11/2026
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Status Unavailable
Passed: 6/29/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 5/27/2026
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

LC
LEMNIS CAPITAL
LEMNIS CAPITAL | LEMNIS CAPITAL LLC

CRD#: 340137 / SEC#: 801-135496

RIA
Registered Investment Advisory firm - (3/9/2026 Approved)
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Contact information

Main Address
2400 Lakeside Blvd Suite 200, Richardson, TX 75082
Mailing Address
Phone number
(972) 928-6196
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LEMNIS CAPITAL FORM ADV 2A (10/1/2026)

Regulatory assets under management

Total Number of Accounts352
AUM (Assets Under Management)$ 97,886,144

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LEMNIS CAPITAL

CRD#: 340137Richardson, TX 75082

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