Hodges Capital Management provides investment management services to individuals, institutions, and retirement plans through various advisory programs, including the Hodges Mutual Funds, collective investment trusts, and direct client accounts. Hodges offers both Free Style and Strategy Portfolios, with investment strategies tailored to client objectives. Hodges also manages sub-advised and dual contract accounts for institutional clients and unaffiliated financial advisors.
Assets Under Management$1.2B
Clients448
Advisors10
Avg. per Client$2.8M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Hodges Capital Management's fees for investment management are based on a percentage of your portfolio, ranging from 0.30% to 1.50% per year. The specific fee depends on the type of account and the investment strategy used. Fees may be negotiable.
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