CRD: 114357
Lummis Asset Management, L.p.
Fort Worth, TX, 76102
8173480577
$210.0M Total AUM
$210.0M Disc. AUM
5.7% 3Y CAGR
1 Employees
43 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Fifth Third Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-07-2003
- Office Locations
- 1
Office Locations
301 Commerce Street Suite 1380 Fort Worth TX
About Lummis Asset Management, L.p.
Lummis Asset Management, L.p. is a Fort Worth-based RIA. The firm has been operating for 23 years. Managing $210.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
47 AVG AGE
$210.0M AVG AUM / ADVISOR
$4.9M AVG AUM / CLIENT
15.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
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Investment Themes
Insight
Investment Vehicles
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Services
Eagle Quantum alpha Glacier optima Legacy value Harbor Timber
Owner & Executives
P
PALMER BRADLEY LUMMIS
Chief Compliance Officer, GENERAL PARTNER
- CRD
- #3144187
- Ownership
- Less than 5%
(414) 396-2289
signal.capital@foundationcapital.com
in linkedin.com/in/meridian-meridian
Showing 1 of 1 owners & executives
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MICHAEL KIRK WIMBERLEY
Director Of Operations
- CRD
- #3070924
(615) 465-2578
beacon.quantum@capitalcapital.com
in linkedin.com/in/wave-alpha
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $209,957,416 | $1,627,577 |
| Non-Discretionary | $0 | -- |
| Total | $209,957,416 | $1,627,577 |
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Separately Managed Accounts
Total SMA Asset: $209,957,416
Equity - Exchange:
6.4% Cash:
19.3% Public Funds:
28.8% Municipal Bonds:
25.3% U.S. Government/Agency:
20.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $417,313,814 | 6.4% |
| Cash | $1,258,461,972 | 19.3% |
| Public Funds | $1,877,912,165 | 28.8% |
| Municipal Bonds | $1,649,693,673 | 25.3% |
| U.S. Government/Agency | $1,317,146,726 | 20.2% |
| Total | $6,520,528,350 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT CATALYST | MATRIX OAK | 4BH75KVKE | UOPK | 6.76% | $56,326,286 |
| MERIDIAN FOCUS LEGACY | BEACON BEACON | 39ZBP0CKK | GPY | 1.85% | $22,223,169 |
| NORTH RADIAL NORTH | EAGLE GLACIER | XFPQNKOF8 | YSJ | 9.49% | $58,122,007 |
| VECTOR CREST | ALPHA ELEMENT | LH9HNOPJ0 | BTMW | 9.21% | $10,862,838 |
| RIDGE FOCUS | CREST OAK | WHQ87BT8F | ACHU | 8.18% | $45,318,772 |
| RADIAL OAK | LEGACY PIONEER | SKTF6GDMH | YEFEI | 1.95% | $5,216,030 |
| PIONEER VECTOR | UNISON RADIAL | 0R48PCEL0 | EMJC | 3.73% | $41,458,753 |
| MERIDIAN VECTOR | HARBOR FOUNDATION | Q6AVNYSWA | WEU | 11.22% | $96,909,901 |