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 corporation that has been SEC-registered since 1990. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its advisory scope spans discretionary portfolio management for individuals and small businesses, investment companies, pooled investment vehicles and institutional or business clients. Regulatory and operational notes in filings indicate the adviser is not positioned as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser. The firm reports affiliations with broker-dealer channels and other investment advisers.

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