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Chief Compliance Officer/general Partner/president of Lamco Capital, LLC · Lummis Asset Management, L.P.

Palmer B. Lummis

CRD 3144187 · Named on Form ADV at one SEC-registered adviser

At a glance

Lummis Asset Management, L.P., an SEC-registered wealth manager based in Fort Worth, TX with $210 million in regulatory assets, lists Palmer B. Lummis on its Form ADV as Chief Compliance Officer/general Partner/president of Lamco Capital, LLC, a control person.

Firms and roles

  • Lummis Asset Management, L.P.Chief Compliance Officer/general Partner/president of Lamco Capital, LLCWealth manager · Fort Worth, TX · $210M in regulatory assets

AtlasMembers

Palmer’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Palmer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.