Luther King Capital Management Corporation
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 110093
- Registered since
- March 15, 1979
- Website
- www.lkcm.com
- Custodians
- CHARLES SCHWAB & CO., INC., FROST BROKERAGE SERVICES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI35.74%
- Pooled Investment Vehicles19.11%
- Charitable Organizations15.53%
- Corporations / Businesses13.48%
- Other Investment Advisers8.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Luther King Capital Management Corporation is an independent, SEC-registered investment adviser that has operated since 1979. The firm serves both individual/family clients and institutional accounts and functions as an allocator of capital as well as an adviser and manager of pooled vehicles. Its advisory scope includes financial planning and portfolio management across individuals, businesses, investment companies and pooled investment vehicles; the firm also conducts activities consistent with being a CPO/CTA and can act as sponsor, general partner, or managing member of funds it sponsors. The firm charges fees on multiple bases—percentage of AUM, fixed fees and performance-based fees—reflecting a mix of traditional advisory mandates and incentive arrangements for certain pooled or performance-oriented strategies. Luther King is not identified as an active ESG investor in the source data and is not listed as a multi-state or newly formed adviser. The firm was named to CNBC’s Top 100 Financial Advisory Firms list for four consecutive years (2019–2022).
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 Equities80%
- Cash & Cash Equivalents6%
- State & Local Bonds5%
- Investment Grade Corp Bonds4%
- US Government Bonds3%
Owners & executives
1 of 1
Anna Nikiforova
Vice President, Chief Compliance OfficerCRD 5774214
Contacts
3 of 34
Jonathan Deweese
Principal, Vice PresidentCRD 6177456

John Gunthorp
Vice PresidentCRD 1846418

Minor Wallace
Private Equity Manager/AnalystCRD 6361152
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 124Active vs passive
$260M in ETFs
98%
$254M
1%
$6.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $35.5M | 54,571 | 13.64% |
Location
Fort Worth, TX
Tarrant
Location
Fort Worth, TX
Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 301 Commerce St
- Time zone
- CT (UTC-6)
- Office locations
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