Luther King Capital Management

Fort Worth, United States Founded: 1979 • Age: 47 yrs
Investment management services are provided by Luther King Capital Management.

About Luther King Capital Management

Luther King Capital Management is a Financial Services company based in Fort Worth (United States) founded in 1979. Investment management services are provided by Luther King Capital Management. It operates on a Professional Services and Commission-Based model. Luther King Capital Management has completed 1 acquisition, including LKCM Aquinas Catholic Equity Fund. Luther King Capital Management offers products and services including Investment Management Services, Mutual Funds, and Private Investment Partnerships. Its focus areas include Financials, Asset Management and Investment Management.

Company details

Investment management services are offered by Luther King Capital Management to high net worth individuals, foundations, endowments, and various organizations. The company is focused on achieving superior returns over market cycles through proprietary research and comprehensive investment approaches. Services are extended across mutual funds, private partnerships, and tailored strategies within the financial sector.

  • Headquarters Fort Worth, United States
  • Sectors
    Financial Services
  • Phone
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  • Website lkcm.com
Operational Areas
Key Metrics

Products & Services of Luther King Capital Management

Luther King Capital Management offers a comprehensive portfolio of products and services, including Investment Management Services, Mutual Funds, and Private Investment Partnerships.

Investment Management Services
Financial Services

Investment management is provided for high net worth clients.

Mutual Funds
Financial Products

Mutual funds are offered under LKCM Funds brand.

Private Investment Partnerships
Financial Services

Partnerships are formed to build successful companies collaboratively.

People of Luther King Capital Management

30 people are tracked at Luther King Capital Management (9 in leadership, 21 in team).

NameRoleGroup
Todd Truitt
Vice President Portfolio Manager And Analyst At Luther King Capital ManagementLeadership
J. Luther King, Jr.
President and FounderLeadership
Jacob Smith
General Counsel And Chief Compliance OfficerLeadership
Kim Carter
CFO And Coo, LKCM Capital GroupLeadership
Meredith Kirk Mercer
Director Of Accounting At LKCM Headwater InvestmentsLeadership
Alan Marshall
Vp/head TraderLeadership
Mason King
Principal - Vice President, Portfolio Management & Equity ResearchLeadership
David May
Vice PresidentLeadership
Ryan Connell
VP & Director Of Operations & ComplianceLeadership
Alan Ives
Portfolio ManagerTeam
Jo Njai
Compliance AssociateTeam
Craig Hester
Principal Vice Presiedent Portfolio ManagerTeam
Randy Cisneros
Tax And Accounting OfficerTeam
Vernon Lamb
Equity TraderTeam
Cadell Alexander
AnalystTeam
Vicki Browder
Executive AssistantTeam
Katii Price
Executive Administrative AssistantTeam
Gary Walsh
Principal And Portfolio ManagerTeam
Melissa Cipriano
Executive AssistantTeam
Brett Scarbrough
Equity AnalystTeam

10 more people are available in the full profile.

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Investments & Acquisitions by Luther King Capital Management

Luther King Capital Management has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include LKCM Aquinas Catholic Equity Fund.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Investment management services are provided for Catholic equity portfolios.
aquinasfunds.comMilwaukee, United States1979Mar 2003β€’β€’β€’β€’
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Complete acquisition details for Luther King Capital Management

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  • Deal sources
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Verified entity values are shown only after access is granted.

Timeline of Luther King Capital Management

2 dated milestones of Luther King Capital Management across 24 years, from founding to its latest funding, stage changes and deals.

  1. Founded Luther King Capital Management is founded.
  2. Acquisition Acquires LKCM Aquinas Catholic Equity Fund.

Top companies in Asset Management

3 companies that operate in the same segment as Luther King Capital Management (Asset Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Mutual life insurance company
1851Springfield, United States10,466
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Frequently Asked Questions about Luther King Capital Management

Luther King Capital Management was founded in 1979.

Luther King Capital Management is headquartered in Fort Worth, United States. It is registered at Fort Worth, Texas, United States.

Investment management services are offered by Luther King Capital Management to high net worth individuals, foundations, endowments, and various organizations. The company is focused on achieving superior returns over market cycles through proprietary research and comprehensive investment approaches. Services are extended across mutual funds, private partnerships, and tailored strategies within the financial sector.

Luther King Capital Management offers Investment Management Services, Mutual Funds, and Private Investment Partnerships.

Luther King Capital Management has made 1 acquisition, including LKCM Aquinas Catholic Equity Fund.

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