Data / Investment advisers / Texas / Lummis Asset Management, L.P.
Lummis Asset Management, L.P., Fort Worth, TX: $210 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Lummis Asset Management, L.P. is an SEC registered investment adviser with its main office in Fort Worth, Texas and reports $210 million in regulatory assets under management in its Form ADV filed April 21, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Lummis Asset Management, L.P. (CRD number 114357): 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
- 114357
- SEC file number
- 801-121447
- SEC status
- Approved, effective June 8, 2021
- Main office
- 301 Commerce Street Suite 1900, Fort Worth, TX 76102
- Phone
- (817) 348-0577
- Website
- lamcocapital.com
- Regulatory AUM
- $209,957,416 in the Form ADV filed April 21, 2026
- Discretionary AUM
- $209,957,416
- Accounts
- 129
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Partnership
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 21, 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 |
|---|---|---|
| High net worth individuals | 29 | $183.9 million |
| Charitable organizations | 2 | $21.4 million |
| Individuals (other than high net worth individuals) | 12 | $4.7 million |
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 |
|---|---|---|
| April 1, 2026 | $210 million | March 6, 2026 |
| December 1, 2025 | $227 million | November 6, 2025 |
Other advisers in Fort Worth
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| M2g Ventures LLC | Fort Worth | $284 million | 12 | adviserinfo.sec.gov |
| Nolet Wealth Management, LLC | Fort Worth | $272.6 million | Not listed | adviserinfo.sec.gov |
| Bios Capital Management, LP | Fort Worth | $250.9 million | 24 | adviserinfo.sec.gov |
| Styre Wealth | Fort Worth | $250.8 million | Not listed | adviserinfo.sec.gov |
| Storehouse Financial LLC | Fort Worth | $240.4 million | Not listed | adviserinfo.sec.gov |
| Steelhead Capital Management, LLC | Fort Worth | $202.5 million | 20 | adviserinfo.sec.gov |
| Brazos Wealth Advisors LLC | Fort Worth | $183.7 million | Not listed | adviserinfo.sec.gov |
| Thirteen Twenty-Two Advisors | Fort Worth | $163.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Worth, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Lummis Asset Management, L.P. 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.