firm profile
Garcia Hamilton & Associates LP
Overview
Garcia Hamilton & Associates LP is an SEC registered investment adviser based in Houston, TX, registered since 1998. It reports $24.9B in assets under management across 382 accounts, with 41 employees. It has 3 investment adviser representatives.
- Reported AUM
- $24.9B
- Discretionary
- 100%
- Accounts
- 382
- Average account
- $65.1M
- Employees
- 41
- Advisory reps
- 3
- Registered since
- 1998
- Jurisdictions
- 20
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets and Performance-Based Fees
Executive officers 3 of 16
- Gilbert Andrew Garcia Managing Partner, Director of Fixed Income CRD 1453249
- Charlotte Cates Castro Partner, Chief Compliance Officer, Director of HR
- James Kevin Lunday Partner, Chief Operating Officer CRD 5655059
13 more executive officers, with direct contact details
Advisory reps 3 of 3
- Jeffrey Dylan Detwiler Investment Adviser Rep CRD 2918482
- Gilbert Andrew Garcia Investment Adviser Rep CRD 1453249
- Karen Herbst Tass Investment Adviser Rep CRD 6775732
Location
- Headquarters
- 1401 McKinney St Ste 1600
Houston, TX 77010 - County
- Harris
- Metro area
- Houston-The Woodlands-Sugar Land, TX
- Region
- South
Registrations
- SEC registered
- Registered in 20 jurisdictions
- Website: garciahamiltonassociates.com
Every state, with registration dates
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