Lummis Asset Management, L.P.
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 114357
- Registered since
- June 8, 2021
- Website
- www.lamcocapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIFTH THIRD SECURITIES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI87.59%
- Charitable Organizations10.19%
- Individuals2.22%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Lummis Asset Management, L.P. is an independent, partnership-form wealth manager that registered with the SEC in 2021. The firm serves both individual/family and institutional clients and combines percentage-of-AUM billing with occasional hourly fees. Its advisory work centers on portfolio management for individuals and small businesses and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor and reports no multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents14%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$5.2M in ETFs
96%
$5M
1%
$228K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (VXUS) | Vanguard | Passive | Foreign Large Blend | $1.5M | 17,193 | 28.18% |
Location
Fort Worth, TX
Tarrant
Location
Fort Worth, TX
Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 301 Commerce St
- Time zone
- CT (UTC-6)
- Office locations
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