Luther King Capital Management Corporation

RIASEC Registered

Total AUM

$31.5B

Discretionary

$31.3B

99% of AUM

Avg account

$8.9M

Accounts

3,526

Employees

110

Advisory reps

Firm details

Headquarters: Fort Worth, Texas
CRD number: 110093
Registered since: March 15, 1979
Website: www.lkcm.com
Custodians: CHARLES SCHWAB & CO., INC., FROST BROKERAGE SERVICES, INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI35.74%
Pooled Investment Vehicles19.11%
Charitable Organizations15.53%
Corporations / Businesses13.48%
Other Investment Advisers8.42%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Luther King Capital Management Corporation is a SEC-registered investment adviser (registered in 1979) that operates as a capital allocator across hedge fund and private equity strategies. The firm serves both individual/family and institutional clients and combines portfolio management and financial planning with sponsor/GP roles for pooled vehicles. Its business model includes CPO/CTA activities and it charges a mix of AUM-based fees, fixed fees and performance fees consistent with its fund structures. The adviser is not positioned as an ESG-active investor. Luther King Capital Management appeared on CNBC’s Top 100 Financial Advisory Firms list from 2019 through 2022.