SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Garcia Hamilton & Associates LP
Houston, TX
CRD 108017
Firm filing updated March 30, 2026 ·
- $24.9BAssets
- 12Advisory staff
- 382Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- State or municipal government entities (including government pension plans)148
- Charities90
- Pension and profit sharing plans28
- Corporations or other businesses23
- Insurance companies11
- and 3 more11
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | Fewer than 5 clients | $0 |
| High net worth individuals | Fewer than 5 clients | $0 |
| Banking or thrift institutions | Fewer than 5 clients | $7.4 million |
| Investment companies | 1 | $344.3 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $46.3 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 28 | $5.6 billion |
| Charitable organizations | 90 | $2.4 billion |
| State or municipal government entities (including government pension plans) | 148 | $13.7 billion |
| Other investment advisors | 8 | $416.4 million |
| Insurance companies | 11 | $584.7 million |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 |
| Corporations or other businesses not listed above | 23 | $1.8 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$24.9 billion
- Accounts382
- DiscretionaryAll accounts
People
- Employees41
- Advisory staff12
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients251 to 500
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 108017, SEC file 801-56194.
- Registered with the SEC as an investment advisor (status date on record: December 31, 1998).
Is Garcia Hamilton & Associates LP a fiduciary?
Short answer: Garcia Hamilton & Associates LP is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.