Data / Investment advisers / Texas / Hodges Capital Management Inc
Hodges Capital Management Inc, Dallas, TX: $1.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Hodges Capital Management Inc is an SEC registered investment adviser with its main office in Dallas, Texas and reports $1.5 billion in regulatory assets under management in its Form ADV filed October 30, 2026. Its clients include investment companies, high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management.
The request: Watch Hodges Capital Management Inc (CRD number 110080): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 110080
- SEC file number
- 801-35811
- SEC status
- Approved, effective January 5, 1990
- Main office
- 2905 Maple Ave, Dallas, TX 75201
- Phone
- (888) 878-4426
- Website
- hodgescapital.com
- Regulatory AUM
- $1,549,926,391 in the Form ADV filed October 30, 2026
- Discretionary AUM
- $1,549,926,391
- Accounts
- 482
- Employees
- 20, of which 10 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- October 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $595.6 million |
| High net worth individuals | 159 | $479 million |
| Pooled investment vehicles | 3 | $202.9 million |
| Corporations or other businesses | 21 | $118 million |
| Individuals (other than high net worth individuals) | 275 | $78.8 million |
| Charitable organizations | 8 | $53.6 million |
| Pension and profit sharing plans | 9 | $13.6 million |
| Banking or thrift institutions | 2 | $7.5 million |
| State or municipal government entities | 1 | $941,228 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| November 2, 2026 | $1.55 billion | October 30, 2026 |
| December 1, 2025 | $1.24 billion | October 31, 2025 |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Isc Advisors, Inc. | Dallas | $1.62 billion | Not listed | adviserinfo.sec.gov |
| Satori Capital, LLC | Dallas | $1.61 billion | 15 | adviserinfo.sec.gov |
| Momentum Independent Network Inc. | Dallas | $1.61 billion | Not listed | adviserinfo.sec.gov |
| Duration Asset Management, LLC | Dallas | $1.58 billion | 1 | adviserinfo.sec.gov |
| Annandale Capital, LLC | Dallas | $1.55 billion | Not listed | adviserinfo.sec.gov |
| Greenbrier Partners Capital Management, LLC | Dallas | $1.54 billion | 1 | adviserinfo.sec.gov |
| Wallace Capital Management, Inc. | Dallas | $1.49 billion | 1 | adviserinfo.sec.gov |
| Ranger Investment Management,L.P. | Dallas | $1.48 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving high net worth individuals
- Hodges Capital Management Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.