Hodges Capital Management Inc
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 110080
- Registered since
- January 5, 1990
- Website
- hodgescapital.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies40.52%
- HNWI30.67%
- Pooled Investment Vehicles8.65%
- Corporations / Businesses8.62%
- Individuals6.43%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hodges Capital Management Inc is an institutional registered investment adviser that provides discretionary portfolio management to individuals, families, pooled vehicles, investment companies and businesses. The firm charges fees based on a percentage of assets under management and traces its SEC registration to 1990. Its operating structure is a corporation with domestic/individual ownership and it maintains an affiliation with both a broker-dealer and another investment adviser. Hodges does not emphasize ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Cash & Cash Equivalents7%
- Public Funds/Mutual Funds3%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$1.9M in ETFs
100%
$1.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $1.9M | 5,120 | 100.00% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 2905 Maple Ave
- Time zone
- CT (UTC-6)
- Office locations
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