Firm profile

GARCIA HAMILTON & ASSOCIATES LP

HOUSTON, TXCRD 108017Latest ADV March 30, 2026

Garcia Hamilton & Associates LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 30, 2026, reports $24.9B in regulatory assets under management, 41 employee, and 382 accounts.

Assets Under Management
$24.9B
Employees
41
Offices
--
Total Clients
312
Primary office
HOUSTON, TX
5 HOUSTON CENTER, 1401 MCKINNEY ST., SUITE 1600, HOUSTON, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOCharlotte C. Castro
COOJames K. Lunday

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentGovernment represent 47.4% of total clients.
Top client categories% of clientsClients
1
Government
47.4%
148
2
Charitable
28.8%
90
3
Pension Plans
9.0%
28
4
Corporations
7.4%
23
5
Insurance Cos.
3.5%
11
Categories with <5 clients
Banking or thrift institutions<5 clients
High net worth individuals (HNWI)<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$24.9Bas of March 30, 2026
Discretionary100.0%
$24.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$24.9B
Total Accounts382
10Y AUM Change+$16.8B (+210.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees41
Clients per Employee8:1
10Y Employee Change+11 (+36.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.