Lankford Capital Management LLC

Lankford Capital Management LLC is a Texas‑registered investment adviser formed in 2025 that provides ongoing separately managed account (SMA) portfolio management on either a discretionary or non‑discretionary basis. The firm intends to serve individuals and high‑net‑worth clients as well as trusts, small businesses and other institutions, but as of the brochure date reported no assets under management and registration was pending.

The adviser relies primarily on fundamental analysis to evaluate individual equities, ETFs/ETPs and investment‑grade fixed income, and may employ covered‑call writing and cash‑secured put strategies when suitable; it does not use uncovered options, short sales, futures, swaps or leveraged/inverse products. Options and margin use are deliberately limited and require client authorization and appropriate documentation, and the firm emphasizes conservative implementation and client suitability reviews.

Notable distinctions include management’s professional CPA credential and an affiliation with accounting credentials, while the firm does not offer tax preparation or accounting services through the advisory business. The brochure also highlights the firm’s operational model of recommending a specific low‑cost custodian and relying on that custodian’s reporting for account valuation and fee administration, and it discloses the availability of performance‑based compensation arrangements for qualified accounts with related governance safeguards.