Hodges Capital Management Inc

RIASEC RegisteredEst. 1990

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$2.8M

Accounts

448

Employees

Advisory reps

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

FINTRX

Overview

Hodges Capital Management Inc is a SEC-registered corporate investment adviser established in 1990 that serves both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and performs portfolio management across client types, including individuals, pooled vehicles, investment companies, and businesses or institutions. FINTRX flags the adviser as not actively incorporating ESG criteria and notes it is not a multi-state adviser. The firm has industry affiliations that include a broker-dealer relationship and activity as an investment adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

Exchange Traded Equities90%
Cash & Cash Equivalents5%
Public Funds/Mutual Funds4%
US Government Bonds1%

Owners & executives

3 of 4

Clark Hodges
Director of Business Development and Chief Marketing OfficerCRD 2202654
Eric Marshall
President, Co‑CIOCRD 2981115
Craig Hodges
Founder & CEOCRD 1714289