Luther King Capital Management Corporation

RIASEC RegisteredEst. 1979
Total AUM
$31.5B
Discretionary
$31.3B
99% of AUM
Avg account
$8.9M
Accounts
3,526
Employees
110
Advisory reps
35

Firm details

Headquarters
Fort Worth, Texas
CRD number
110093
Registered since
March 15, 1979
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Cash & Cash Equivalents 6%, State & Local Bonds 5%, Investment Grade Corp Bonds 4%, US Government Bonds 3%, Non-Exchange Traded Equities 1%, Public Funds/Mutual Funds 1%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents6%
  • State & Local Bonds5%
  • Investment Grade Corp Bonds4%
  • US Government Bonds3%

Owners & executives

1 of 1
  • Anna Nikiforova

    Anna Nikiforova

    Vice President, Chief Compliance OfficerCRD 5774214

Contacts

3 of 34
  • Jonathan Deweese

    Jonathan Deweese

    Principal, Vice PresidentCRD 6177456

  • John Gunthorp

    John Gunthorp

    Vice PresidentCRD 1846418

  • Minor Wallace

    Minor Wallace

    Private Equity Manager/AnalystCRD 6361152

Unlock 31 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 124

Active vs passive

$260M in ETFs

Passive

98%

$254M

Active

1%

$6.5M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$35.5M54,57113.64%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth