Hodges Capital Management Inc

RIASEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$2.8M
Accounts
448
Employees
20
Advisory reps
11

Firm details

Headquarters
Dallas, Texas
CRD number
110080
Registered since
January 5, 1990
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 89%, Cash & Cash Equivalents 7%, Public Funds/Mutual Funds 3%, US Government Bonds 1%89%
  • Exchange Traded Equities89%
  • Cash & Cash Equivalents7%
  • Public Funds/Mutual Funds3%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$1.9M in ETFs

Passive

100%

$1.9M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$1.9M5,120100.00%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth