King Luther Capital Managment Corp Adv (Fort Worth)


King Luther Capital Managment Corp Adv is a large advisory firm based in Fort Worth. It manages $5.7 billion of regulatory assets for 1,023 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas, Oklahoma, and Texas.

King Luther Capital Managment Corp Adv provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

King Luther Capital Managment Corp Adv: assets under management

The assets under management (AUM) of King Luther Capital Managment Corp Adv is $5.7 billion. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.63 billion in discretionary accounts and $64.76 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.52 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $32.38 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay King Luther Capital Managment Corp Adv for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
John Luther King Beneficial owner, chairman of the board, president 1 Feb 1983 75% - 100% 2357785
Teresa Ann King Beneficial owner, community property interest 1 Feb 1983 75% - 100% 4386849

Based in Fort Worth

The principal office where King Luther Capital Managment Corp Adv performs its advisory services is located at 301 Commerce St, Fort Worth, TX 76102, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 817-332-3235 or by fax 817-332-4630. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.lkcm.com.