Lummis Asset Management, L.P. is an SEC registered investment adviser organized as a partnership with a primary office location in Fort Worth, TX. Its latest Form ADV filing, dated April 21, 2026, reports $210M in regulatory assets under management, 1 employee, and 129 accounts.
Assets Under Management
$210M
Employees
1
Offices
--
Total Clients
43
Primary office
FORT WORTH, TX
301 COMMERCE STREET, SUITE 1900, FORT WORTH, TX, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.4% of total clients.
Top client categories% of clientsClients
1
HNWI
67.4%
29
2
Individuals
27.9%
12
3
Charitable
4.7%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$210Mas of April 21, 2026
Discretionary100.0%
$210M
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$210M
Total Accounts129
10Y AUM Change+$86M (+69.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee43:1
10Y Employee Change0 (0.0%)
* 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.