Eric
Marshall

Hodges Capital Management Inc

CRD#2981115
Investment Advisor
in Dallas, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Eric Marshall is a financial advisor based out of Dallas, Texas with a total of 21 years of industry experience. Marshall is an advisor for Hodges Capital Management Inc. Their career trajectory has included roles at Hodges Capital Management Inc and First Dallas Securities. Marshall has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Hodges Capital Management Inc is an advisory business based in Dallas, TX. It has $769 million in assets under management between its 366 customer accounts, placing it among the bigger firms in the nation by assets under management. The firm advises nine charitable organizations. Of its 366 client accounts, 26% are held by high-net-worth clients who have more than $1 million in investable assets. Hodges Capital Management Inc performs a set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees charged by financial advisors largely are based on which service is offered. Fees charged by Hodges Capital Management Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

21 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

2905 Maple Ave.
Dallas, TX 75201

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Hodges Capital Management Inc Brokerage Details

Total Assets Under Management

$769,092,395

TX Average: $3,042,739,679
Total Number of Employees

20

TX Average: 49
Total Number of Accounts

366

TX Average: 2,315
Average Account Size

$2,101,345

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Eric Marshall Work History

Eric has been registered as a financial advisor for 21 years.*

2005 - Present (19 years)

First Dallas Securities

2001 - Present (23 years)

Hodges Capital Management Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Marshall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hodges Capital Management Inc

Derek Maupin
Dallas, TX
Christopher Terry
Dallas, TX
Leesa Nichols
Sausalito, CA
Clark Hodges
Dallas, TX
Eric Marshall
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started