Asset manager · Houston, TX
Garcia Hamilton & Associates LP
SEC-registered investment adviser · CRD 108017 · SEC 801-56194
At a glance
Garcia Hamilton & Associates LP is an SEC-registered investment adviser based in Houston, Texas, with $24.9 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is state or municipal government entities. By Form ADV it is a asset manager, ranked 334th of 3,218 asset managers and 743rd of 17,210 SEC-registered advisers by assets.
Main office 713-853-2322garciahamiltonassociates.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $25B
- Rank among asset managers
- #334 of 3,218
- Rank among all SEC RIAs
- #743 of 17,210
- Rank in Texas
- #29 of 1,081
- Clients
- 312
- Accounts
- 382
- Discretionary
- 100% of AUM
- Employees
- 41
- Advisory staff
- 12
- Offices
- 1
Owners and executives on its Form ADV
- Ruby M. DangPartner, Director of Marketing & Client Services
- Gilbert A. GarciaManaging Partner, Director of Fixed Income
- James K. LundayPartner, Chief Operating Officer
- Jeffrey D. DetwilerPartner, Fixed Income Portfolio Manager
- Karen H. TassPartner, Fixed Income Portfolio Manager
- Benjamin D MonkiewiczPartner, Fixed Income Portfolio Manager
- Gary C MontgomeryPartner
- Don F. ElsenbrockPartner
- Morgan M. DoylePartner
- Yvette M. DuenasPartner
- Mark R. DelaneyPartner, Fixed Income Portfolio Manager
- Marcus B. SmithPartner
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| State or municipal government entities | 148 | $14B | 55% |
| Pension and profit sharing plans | 28 | $5.6B | 22% |
| Charitable organizations | 90 | $2.4B | 9% |
| Corporations or other businesses | 23 | $1.8B | 7% |
| Insurance companies | 11 | $585M | 2% |
| Other investment advisers | 8 | $416M | 2% |
| Investment companies | 1 | $344M | 1% |
| Pooled investment vehicles | 2 | $46M | <1% |
| Banking or thrift institutions | 1 | $7M | <1% |
Private funds
Garcia Hamilton & Associates LP reports 1 private funds with $29M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Garcia Hamilton & Associates LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗garciahamiltonassociates.com ↗
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The full record on Garcia Hamilton & Associates LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 390 peers of its type and size
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- Owners and executives, with titles and stakes
- 16 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Garcia Hamilton & Associates LP manage?
Garcia Hamilton & Associates LP reports $24.9 billion in regulatory assets under management across 382 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Garcia Hamilton & Associates LP?
Garcia Hamilton & Associates LP is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Garcia Hamilton & Associates LP’s clients?
By assets, its largest client types are state or municipal government entities ($13.7 billion, 148 clients); pension and profit sharing plans ($5.6 billion, 28 clients); charitable organizations ($2.4 billion, 90 clients).
Does Garcia Hamilton & Associates LP manage private funds?
Yes. It reports 1 private funds with $29 million in gross assets, including other private funds.
Does Garcia Hamilton & Associates LP have any disciplinary history?
Garcia Hamilton & Associates LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Garcia Hamilton & Associates LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →