AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $30.2 |
| Non-Discretionary | $0.2 |
| Total | $30.5 |
| Client | AUM |
|---|---|
| Retail | $10.4 |
| Pooled | $7.9 |
| Institutional | $12.2 |
| Total | $30.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 249 | $0.0 |
| Average Individual AUM | $134,285 | |
| HNW | 2,396 | $10.4 |
| Average HNW AUM | $4,323,913 | |
| Retail Total | 2,645 | $10.4 |
| Average Retail AUM | $3,929,502 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $9.1 |
| FROST NATIONAL BANK | SAN ANTONIO-TX-USA | $2.5 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $22.6 |
| Retail SMA AUM | $10.4 |
| Institutional SMA AUM | $12.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 81% | $18.3 |
| Equity Non-Exch | 1% | $0.2 |
| Govt Agency | 3% | $0.7 |
| Municipal | 6% | $1.4 |
| Sovereign | 0% | $0.0 |
| IG Credit | 3% | $0.7 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 1% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 5% | $1.1 |
| Other | 0% | $0.0 |
| Total | 100% | $22.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| LKCM HEADWATER INVESTMENTS IV GP, L.P. | $0.0 | - | |
| LKCM INTERNATIONAL EQUITY GP, LLC | $0.0 | - | |
| LKCM HEADWATER INVESTMENTS GP, L.P. | $0.0 | - | |
| LKCM HEADWATER INVESTMENTS II GP, L.P. | $0.0 | - | |
| LKCM CAPITAL GROUP, LLC | $0.0 | - | |
| LKCM ALTERNATIVE MANAGEMENT, LLC | $0.0 | - | |
| LKCM INVESTMENT PARTNERSHIP GP, LLC | $0.0 | - | |
| LKCM MICRO-CAP MANAGEMENT, L.P. | $0.0 | - | |
| 301 HEADWATER INDEPENDENT LIFE PARTNERS GP, LLC | $0.0 | - | |
| LKCM HEADWATER II SIDECAR PARTNERSHIP GP, L.P. | $0.0 | - | |
| LKCM PRIVATE DISCIPLINE MANAGEMENT, L.P. | $0.0 | - | |
| LKCM HEADWATER INVESTMENTS III GP, L.P. | $0.0 | - | |
| LKCM INTERNATIONAL MANAGEMENT, INC. | $0.0 | - | |
| LKCM RADIO GROUP GP, INC. | $0.0 | - | |
| LKCM TECHNOLOGY PARTNERSHIP GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| No control persons found |
ADVDB.CO • SOURCE: SEC
31 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JONATHAN DEWEESE | FORT WORTH | TX | CHARTERED FINANCIAL ANALYST | ||||||
| JUAN LANDA | FORT WORTH | TX | S65|2004-10-05|S63|2017-10-31 | ||||||
| GARY WALSH | FORT WORTH | TX | CHARTERED FINANCIAL ANALYST | ||||||
| MARK JOHNSON | FORT WORTH | TX | S63|2004-07-02|S65|1992-04-29 | CHARTERED FINANCIAL ANALYST|CHARTERED INVESTMENT COUNSELOR | |||||
| JOHN GUNTHORP | FORT WORTH | TX | CHARTERED FINANCIAL ANALYST|CHARTERED INVESTMENT COUNSELOR | ||||||
| MINOR WALLACE | FORT WORTH | TX | CHARTERED FINANCIAL ANALYST | ||||||
| DANIEL DOWNES | FORT WORTH | TX | S63|2001-01-29 | CHARTERED FINANCIAL ANALYST | |||||
| SCOT HOLLMANN | FORT WORTH | TX | S65|1992-07-02 | CHARTERED FINANCIAL ANALYST|CHARTERED INVESTMENT COUNSELOR | |||||
| JOHN KING | FORT WORTH | TX | CHARTERED FINANCIAL ANALYST|CHARTERED INVESTMENT COUNSELOR | ||||||
| JOHN KING | FORT WORTH | TX | CHARTERED FINANCIAL ANALYST | ||||||
| RICHARD KLEBERG | FORT WORTH | TX | S65|2004-06-16 | ||||||
| MICHAEL YEAGER | FORT WORTH | TX | CHARTERED FINANCIAL ANALYST | ||||||
| MARK JOHNSON | FORT WORTH | TX | S63|1995-05-25|S65|1996-11-25 | ||||||
| DAVID LEHMANN | FORT WORTH | TX | S63|1999-03-16 | CHARTERED FINANCIAL ANALYST | |||||
| RICHARD TRUITT | FORT WORTH | TX | CHARTERED FINANCIAL ANALYST | ||||||
| DAVID DOWLER | FORT WORTH | TX | S63|2000-02-17|S65|1993-10-12 | ||||||
| JEREMY BLACKMAN | FORT WORTH | TX | S65|2008-12-16 | CHARTERED FINANCIAL ANALYST | |||||
| BRITTNY ALLRED | FORT WORTH | TX | S63|2008-11-26 | CHARTERED FINANCIAL ANALYST | |||||
| SCOTT NEUENDORF | FORT WORTH | TX | CHARTERED FINANCIAL ANALYST | ||||||
| NORRIS MCCLANE | FORT WORTH | TX | S66|2014-06-02 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $30.5 | $0.0 | 0% | 101 | 0 | 0% |
| 2025-04-21 | $30.5 | $0.0 | 0% | 101 | 0 | 0% |
| 2024-04-02 | $26.6 | $3.9 | 14% | 97 | 4 | 4% |
| 2023-04-04 | $27.7 | $2.8 | 10% | 96 | 5 | 5% |
| 2022-04-01 | $24.7 | $5.8 | 24% | 85 | 16 | 19% |
| 2021-04-05 | $17.2 | $13.3 | 77% | 84 | 17 | 20% |
| 2020-04-01 | $18.1 | $12.4 | 69% | 86 | 15 | 17% |
| 2019-04-01 | $16.3 | $14.2 | 88% | 84 | 17 | 20% |
| 2018-04-02 | $15.7 | $14.8 | 94% | 84 | 17 | 20% |
| 2017-04-01 | $14.5 | $15.9 | 110% | 85 | 16 | 19% |
| 2016-04-01 | $16.6 | $13.8 | 83% | 80 | 21 | 26% |
| 2015-04-01 | $16.9 | $13.6 | 80% | 76 | 25 | 33% |
| 2014-04-01 | $13.9 | $16.5 | 119% | 73 | 28 | 38% |
| 2013-04-01 | $12.8 | $17.7 | 139% | 73 | 28 | 38% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| TX, AR-02/08/1991, AZ-06/29/2016, CA-06/28/2007, CO-06/29/2016, CT-06/27/2008, DC-06/29/2017, DE-06/29/2017, FL-06/29/2007, GA-03/30/2012, ID-06/29/2021, IL-06/27/2014, LA-06/26/2013, MA-06/26/2013, MN-06/29/2016, MO-06/29/2011, MT-06/28/2007, NC-06/26/2015, NE-06/26/2013, NM-06/29/2020, NV-06/28/2007, NY-06/28/2007, OK-01/01/1998, OR-06/27/2008, SC-06/28/2022, SD-06/28/2022, TN-06/29/2020, TX-01/01/1992, VA-06/29/2016, WA-06/29/2017, WY-06/29/2018 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV