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SEC data October 1, 2026
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SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeEvery SEC-registered adviser, 17,210 firms, from Form ADV filings as of October 1, 2026.
6 firms manage $48B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Luther King Capital Management CorporationFort Worth, TX | TX | $32B | +4.5% | 3,526 | $9M | 73 | Charles Schwab; Frost Bank | – | |
| 2Sentry Management IncWichita Falls, TX | TX | $5.4B | −30% | 88 | $62M | 2 | Federal Home Loan Bank of Dallas; The Independent Bankerbank; Frost Bank | – | |
| 3Frost Investment Advisors, LLCSAN Antonio, TX | TX | $5.4B | +5.5% | 9 | $596M | 31 | Frost Bank | Frost Brokerage Services, Inc. | |
| 4Alamo Advisors, LPSAN Antonio, TX | TX | $3.9B | +2.2% | 242 | $16M | 7 | RBC; Northern Trust; Frost Bank | – | |
| 5Penn Davis McFarland IncDallas, TX | TX | $1.4B | +8.1% | 211 | $6M | 7 | Charles Schwab; Frost Bank; Merrill / Bank of America | – |
1 more firm matches this screen.
Atlas shows every row, every column and ten years of assets for each firm, with exports, saved screens and alerts when firms change.