Lummis Asset Management, L.p.
Lummis Asset Management, L.p. is an SEC-registered ria in Fort Worth, TX with $210.0M assets under management (AUM, regulatory AUM), -8% over one year. See who owns Lummis Asset Management, L.p.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114357, SEC 801-121447, data through 2026-04-21.
- AUM (assets under management / regulatory AUM)
- $210.0M (2026-04-21)
- Firm type
- Ria
- Location
- Fort Worth, TX
- Employees
- 1
- Clients
- 43
- CRD
- 114357
- Ownership
- LUMMIS, PALMER, BRADLEY; LAMCO CAPITAL, LLC; LUMMIS, PALMER
How much AUM does Lummis Asset Management, L.p. have?
Lummis Asset Management, L.p. reported $210.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-21).
Who owns Lummis Asset Management, L.p.?
Disclosed owners and executives of Lummis Asset Management, L.p. include LUMMIS, PALMER, BRADLEY, LAMCO CAPITAL, LLC, LUMMIS, PALMER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.