LUTHER KING CAPITAL MANAGEMENT CORPORATION

RIASEC RegisteredEst. 1979

Total AUM

$30.1B

Discretionary

$29.9B

99% of AUM

Avg account

$8.4M

Accounts

3,608

Employees

105

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: HNWI35.29%
Pooled Investment Vehicles20.19%
Charitable Organizations15.15%
Corporations / Businesses13.94%
Other Investment Advisers7.84%
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 an independent registered investment adviser and capital allocator that serves both individual/family and institutional clients. The firm offers financial planning and portfolio management across individual accounts, pooled vehicles and investment companies, and it also acts as a sponsor/GP and managing member of pooled investment vehicles. The firm operates with a mix of fee arrangements — percentage of AUM, fixed fees and performance-based fees — and is active as a commodity pool operator/commodity trading advisor in its listed business activities. The firm has been recognized repeatedly in industry rankings, appearing on CNBC’s Top 100 Financial Advisory Firms list from 2019 through 2022. Luther King Capital’s stated investment preference is equities, and it is not an active ESG investor.