Hodges Capital Management Inc

RIASEC Registered

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$2.8M

Accounts

448

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 110080
Registered since: January 5, 1990
Website: hodgescapital.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM
Client types: Investment Companies40.52%
HNWI30.67%
Pooled Investment Vehicles8.65%
Corporations / Businesses8.62%
Individuals6.43%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hodges Capital Management Inc is a corporate, institutional registered investment adviser that has been SEC registered since 1990. The firm serves both individual and family clients as well as institutional accounts on a fee basis tied to assets under management. Its advisory practice covers discretionary portfolio management across individuals and small businesses, investment companies, pooled investment vehicles, and business/institutional accounts. Hodges identifies equities as its preference and is not characterized as an active ESG investor or a capital allocator. The firm’s filings also note industry affiliations that include broker‑dealer and other investment adviser relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities90%
Cash & Cash Equivalents5%
Public Funds/Mutual Funds4%
US Government Bonds1%

Owners & executives

3 of 4

Eric Marshall
President, Co‑CIOCRD 2981115
Craig Hodges
Founder & CEOCRD 1714289
Clark Hodges
Director of Business Development and Chief Marketing OfficerCRD 2202654