Luther king capital management is a secregistered investment advisory firm. Richmond capital management began as a fixedincome manager investing assets of life insurance co. Luther king capital management corporation filed as a foreign forprofit corporation in the state of texas on tuesday, december 31, 1991 and is approximately twentynine years old, according to public records filed with texas secretary of state. Luther king capital management is an sec registered investment advisory firm founded by j.
Contact luther king capital management corporation or view luther king capital management corporations ratings, investment advice, financial planning and insurance services, and get detailed information on their fees, advisors, licenses and history, and ask one of our 30 advisors a question. Ask joan marie maynard or our advisors a question, view joan marie maynards ratings, experience, qualifications, primary clients, articles or publications, professional designations, membership associations, firm services or practice areas, and misconducts or complaints. Board of directors and executives lawson products, inc. Hollmann joined luther king capital management in 1983 and serves as principal, vice president and portfolio manager. Through a comprehensive investment approach that incorporates proprietary research capabilities, luther king capital management s corporate mission is to achieve superior returns over a market cycle, commensurate with the objectives and risk profile of each client. Founded in 1979, lkcm provides investment management services to high net worth individuals, foundations, endowments, investment companies, pension and profitsharing plans, trusts and estates, among other organizations. Experience, research and loyalty all working for you.
Here are the tiered fee schedules per investment strategy. Luther king capital management is the sponsor and investment adviser to the lkcm funds. This page shows a list of all the recent f filings made by king luther capital management corp. Luther king capital managements investment philosophy is grounded in a fundamental analysis of companies that meet stringent investment. Benjamin michael cowan is a financial advisor with luther king capital management corporation. He joined the firm in 1994 and is now a managing partner of lkcm private discipline management, l. Whether youre interested in learning more or already a valued client, our team is always accessible. Our seasoned portfolio management team works diligently with our experienced, internal research department to help you achieve your investment. Richmond capital management cnbc top 100 financial advisors. Luther king capital management corporation sec f filings. Caprin asset management cnbc top 100 financial advisors. A fort worth native and graduate of texas christian university, he earned his bachelor of science in 1962 and his master of business administration in 1966.
Luther king capital management has contractually agreed to waive all or a portion of its management fee andor reimburse the fund through may 1, 2021 to maintain deignated expense ratios. Behind every commercial featuring choompoo areeya or aum patcharapa telling you to. Hollmann, cfa, cic, is a member of the investment team responsible for the lkcm fixed income fund. Lkcm funds distributed by quasar distributors, llc.
Benjamin michael cowan financial advisor, fort worth, tx. Luther king capital management is an secregistered investment advisory firm headquartered in fort worth, texas and founded by j. About luther king capital management and lkcm headwater investments luther king capital management is an secregistered investment advisory firm headquartered in fort worth, texas and founded by j. Actual assets under management aum is this value plus cash which is not disclosed. Luther king capital management cnbc top 100 financial advisors. More than just the figurehead of luther king capital management, the firm he started in 1979, king goes into the office on weekends, makes company visits, and works closely with his nearly 20. Lkcm provides investment advisory services to high net worth individuals, foundations, endowments, investment companies, pension and profit sharing plans, trusts and estates. Anantara launches art competition for kids in preparation for the kings cup elephant polo tournament 20 in. Headquarters regions dallasfort worth metroplex, southern us founded date 1979 operating status active number of employees 51100. As of june 30, 2008, lkcm had assets under management of. This is the luther king capital management company profile. Through a comprehensive investment approach that incorporates proprietary research capabilities, luther king capital. Luther king capital management corporation financial.
Richard m kleberg financial advisor, san antonio, tx. Our perspective, experience, resources, and relationships give us a well. Luther king capital management is a secregistered investment advisory firm founded by j. Investment performance reflects fee waivers in effect. Nyc area 433 hackensack avenue, suite 903 hackensack, nj 07601. With offices in fort worth, austin, san antonio, and dallas, our secregistered investment advisory firm provides investment advisory services to high net worth individuals, foundations, endowments, investment companies, pension and profitsharing plans, trusts and estates, among other organizations.
King luther capital management corp has disclosed 444 total holdings in their latest sec filings. Ask andrew david zacharias or our advisors a question, view andrew david zacharias s ratings, experience, qualifications, primary clients, articles or publications, professional designations, membership associations, firm services or practice areas, and misconducts or complaints. Lkcm provides investment management services to investment companies, foundations, endowments, trusts and estates, pension and employee benefit plans, and high net worth individuals. Luther king capital management investments fort worth. Check capital seeks to acquire stocks of exceptional businesses, run by firstclass management teams, when those companies are selling at bargain prices. Independently owned, newsouth is guided by the philosophy that the market often misprices stocks due to neglect, emotion, misinterpretation and a shortterm perspective. All content is posted anonymously by employees working at luther king capital management. Professional staff at community capital management. He established and leads several alternative investment partnerships, such as lkcm capital group, that focus on longterm investment strategies in public and private companies. Both our capital and our approach as partners differentiates us. Luther king capital managements investment philosophy is grounded in a fundamental analysis of companies that meet stringent investment criteria, such as market dominance, high or rising returns. Fort worth office 301 commerce street suite 1600 fort worth, tx 76102 phone. Track the aum, funds, and holdings for iconiq capital llc over time.
Luther king capital management corporation 2020 wallmine. Luther king capital management corporation, the funds investment adviser, has contractually agreed to waive all or a portion of its management fee andor reimburse the fund through may 1, 2020 in order to limit the funds total annual fund operating expenses to 1. Its why we launched our proprietary research process in 1996 and why we offer a variety of investment strategies. Luther king capital management cnbc top 100 financial. King luther capital management corp f holdings fintel. Joan marie maynard financial advisor, fort worth, tx. King luther capital management corp is based out of fort worth. Luther king capital collects management fees based on a percentage of the clients aum. A free inside look at luther king capital management salary trends based on 3 salaries wages for 3 jobs at luther king capital management. Luther king capital management hedge fund company info description. Working at luther king capital management glassdoor. King luther capital management corp sc da activist investment. Track the aum, funds, and holdings for luther king capital management corporation over time.
Mason king principal luther king capital management fort worth, tx aum. King is a principal of luther king capital management. Andrew david zacharias is a financial advisor with luther king capital management corporation. Andrew david zacharias financial advisor, fort worth, tx. Based in fort worth, texas, luther king capital management takes its. Ask benjamin michael cowan or our advisors a question, view benjamin michael cowan s ratings, experience, qualifications, primary clients, articles or publications, professional designations, membership associations, firm services or practice areas, and misconducts or complaints. Luther king capital management company wall street oasis.
Ask richard m kleberg or our advisors a question, view richard m kleberg s ratings, experience, qualifications, primary clients, articles or publications, professional designations, membership associations, firm services or practice areas, and misconducts or complaints. Track the aum, funds, and holdings for ejf capital llc over time. Joan marie maynard is a financial advisor with luther king capital management corporation. Luther king capital management corporation in fort worth. Luther king capital management is a hedge fund based in fort worth, tx. Founded in 1979, luther king capital management corporation provides investment management services to investment companies, foundations, endowments, pension and profit sharing plans, trusts, estates, and high net worth individuals. Lkcm aquinas value fund received a 4star overall morningstar rating. King luther capital management corp is a hedge fund with 2679 clients and discretionary. Luther king capital management corporation, federally registered in 1979, is a registered investment advisor ria in 24 states with a licensed staff of 30 advisors. Richard m kleberg is a financial advisor with luther king capital management corporation. Lkcm is owned and controlled by the firms employees. Portfolio holdings for king luther capital management companies in the king luther capital management portfolio as of the december 2019 quarterly f filing. Luther king capital management fund info hedge lists. Luther king capital management founded in 1979, lkcm provides investment management services to high net worth individuals, foundations, endowments, investment companies, pension and profitsharing plans, trusts and estates, among other organizations.
Components include mutual fund, private equity, and wealth management. Check capital management cnbc top 100 financial advisors. Form f is required to be filed within 45 days of the end of a calendar quarter. Luther king capital management corporation overview. King luther capital management corp f filing history. In the absence of such waivers, total return would be reduced.
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