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| Luther King Capital Management Corporation
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|---|---|
| CRD # | 110093 |
| SEC # | 801-14458 |
| CIK # | 0000310051 |
| AUM | $31.5 B (2026-06-24) |
| Employees | 110 (66% Investors, 1% Brokers) |
| Phone | 817-332-3235 |
| Address | 301 Commerce Street Fort Worth, TX 76102 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 1.4 | ||
| Nvidia Corp | 1.2 | ||
| Microsoft Corp | 1.1 | ||
| Lawson Products Inc/New/De/ | 1.1 | ||
| Amazon Com Inc | 0.7 | ||
| Alphabet Inc | 0.7 | ||
| Alphabet Inc | 0.7 | ||
| J P Morgan Chase & Co | 0.5 | ||
| Broadcom Inc | 0.5 | ||
| Home Depot Inc | 0.4 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | LKCM Headwater CV I Minerals LP | [2026-06-24] | 35.7 | |
| PE | LKCM Headwater HIGG Co-Investment Partnership LP | [2026-06-24] | 20.3 | 20.3 |
| PE | SDG Investment Partnership LP | [2026-06-24] | 60.5 | |
| PE | 301 Onramp Co-Investment Partnership LP | 2024-06-28 | 3.5 | |
| PE | LKCM Headwater Intuity Co-Investment Partnership LP | [2023-06-28] | 10.3 | 11.2 |
| PE | LKCM Headwater Investments IV LP | [2023-06-28] | 975.0 | 1,113.0 |
| PE | LKCM Headwater IL Co-Investment Partnership LP | [2022-06-28] | 11.4 | 24.1 |
| PE | LKCM Headwater PM Co-Investment Partnership LP | [2022-06-28] | 159.0 | 317.9 |
| PE | LKCM Headwater Investments III LP | [2019-06-27] | 600.0 | 1,035.8 |
| PE | LKCM Headwater II Sidecar Partnership LP | [2018-06-29] | 385.0 | 392.5 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 0.0 |
| (b) Individuals (high net worth individuals) | 2,304 | 11.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 1.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 18 | 6.0 |
| (g) Pension and profit sharing plans | 38 | 0.7 |
| (h) Charitable organizations | 232 | 4.9 |
| (i) State or municipal government entities | 5 | 0.3 |
| (j) Other investment advisers | 486 | 2.7 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 219 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,526 | 31.5 |
| By Discretionary | ||
| Discretionary | 3,508 | 31.3 |
| Non-Discretionary | 18 | 0.2 |
| Total | 3,526 | 31.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 30.9 | |
| Total | 3,526 | 31.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John King | 22 | 3 | ||
| Jacob Smith | 17 | 3 | ||
| Corbin Robertson III | 9 | 3 | ||
| J King | 19 | 2 | ||
| Mason King | 10 | 2 | ||
| David Lehmann | 6 | 2 | ||
| J King Jr | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000310051] | |
| 3 | [0000310051] | |
| 4 | [0000310051] | |
| SC 13D | [0000310051] | |
| SC 13G | [0000310051] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Abrdn Inc
✚
|
PA | 41.5 |
|
Morgan Stanley AIP GP LP
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|
PA | 40.9 |
|
Strategic Investment Management LLC
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|
VA | 35.5 |
|
Tiedemann Advisors LLC
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|
NY | 31.0 |
|
Waverly Advisors LLC
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|
AL | 29.8 |
|
Oxford Financial Group Ltd LLC
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|
IN | 23.3 |
|
Jordan Park Group LLC
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|
CA | 23.3 |
|
Ehrenkranz Partners LP
✚
|
NY | 21.5 |
|
Gordian Capital Singapore Private Limited
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|
21.1 | |
|
Offit Capital Advisors LLC
✚
|
NY | 20.6 |