Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
3,740 clients
Average Client Portfolio
$8.2M average
Assets Under Management
$30.5B

Fee Structure

Minimum Investment:$2M
Minimum Annual Fee:$15,000
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Location

301 Commerce Street, Suite 1600, Fort Worth, TX, 76102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Luther King Capital Management Corporation
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Avalon Wealth Management LLCBroker
September 2017 - January 2022 · 4 yrs 4 mos
Avalon Investment & Advisory
December 2016 - January 2022 · 5 yrs 1 mo
Matterhorn Capital Management, LLC
February 2005 - December 2016 · 11 yrs 10 mos
South Texas Money Management, LTD.
December 2004 - March 2005 · 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.