Luther King Capital Management Corporation

RIASEC RegisteredEst. 1979

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 privately held investment manager that serves both high‑net‑worth individuals and institutional clients. The firm provides a broad set of advisory services, including financial planning and portfolio management for individuals, small businesses, pooled investment vehicles, investment companies, and larger institutions. It operates as a capital allocator and is also active as a sponsor/GP and managing member of pooled investment vehicles; the firm is identified as a CPO/CTA in its business activities. Fee arrangements include asset‑based fees, fixed fees, and performance‑based fees. The firm does not present itself as an active ESG investor. Luther King Capital received placement on CNBC’s Top 100 Financial Advisory Firms list in four consecutive years: 2019, 2020, 2021, and 2022.