HODGES CAPITAL MANAGEMENT INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.24B |
| Discretionary | $1.24B100% of AUM |
| Client Accounts | 448 |
| Avg Account Size | $2.8M |
| Employees | 20 |
| Peak AUM | $2.88BSep 2015 |
| AUM CAGR | +12.8% /yrover 25 yrs · 105 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | +14.1% | +17.3% | +16.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.24B |
| Discretionary | $1.24B |
| Employees | 20 |
| Client Accounts | 448 |
| Client Range | 0 |
Contact & Location
Address
2905 MAPLE AVE
DALLAS TX 75201
Phone
888-878-4426
Filing History
105 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Broker-DealerInvestment Adviser