Hodges Capital Management Inc is a large advisory firm based in Dallas. It manages $1.38 billion of regulatory assets for 321 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 26 other states.
Hodges Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hodges Capital Management Inc is $1.38 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2056% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Hodges Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, and high net worth individuals. The largest group of clients of Eric Jay Marshall is investment companies with 6 clients and $1.05 billion of assets under management. Among the 10 most similar advisory firms, Hodges Capital Management has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $1.38 billion for 321 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Hodges Capital Management doesn't advise any private funds.
The company employs 26 people that are either part- or full-time employees. 35 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Eric Jay Marshall has been acting as President since 1 Sep 2007. Brett Walker Rainey joined the executive team most recently as the Coo, Cco.
The principal office where Hodges Capital Management Inc performs its advisory services is located at 2905 Maple Ave, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 888-878-4426 or by fax 214-754-8721. The normal business hours are 8:00 a.m. - 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at hodgesfund.com.