Garcia Hamilton & Associates Lp
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Overview
Garcia Hamilton & Associates Lp is a financial advisor company based in Houston, Texas. Garcia Hamilton & Associates Lp handles $16.8 billion in total assets throughout 441 customer accounts, placing it among the largest firms in the United States by assets under management (AUM). Garcia Hamilton & Associates Lp has a small team, including 12 financial advisors. Garcia Hamilton & Associates Lp does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like bonds, equities and options.
Garcia Hamilton & Associates Lp manages all of its accounts on a discretionary basis. Discretionary management means that a portfolio manager makes transaction decisions without needing to seek the client's permission. The advisory firm's typical account size is $38.0 million. The average advisor at Garcia Hamilton & Associates Lp administers around 37 client accounts, placing it towards the middle in terms of personalization.
The company's headquarters is at 5 Houston Center, Houston, Texas 77010-4037. It is legally permitted to provide services to clients across 16 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Garcia Hamilton & Associates Lp by the Numbers
$16.8 billion
37
441
$38.0 million
Fee Structure
Financial advisory fees typically vary depending on which services the firm provides the client. However, fees billed by the company can consist of the following fee types: asset-based or performance-based. The company does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with a broad range of investors. Garcia Hamilton & Associates Lp caters to high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies and corporations. Out of its 441 accounts, Garcia Hamilton & Associates Lp's largest client by number of accounts is state or municipal government entities, although it also caters to five high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 1.16%
- Other Individuals - 0%
- Corporations - 60.88%
- Charitable Organizations - 37.96%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Garcia Hamilton & Associates Lp does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Garcia Hamilton & Associates Lp
Houston, TX
Houston, TX
Houston, TX
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