← Directory
GARCIA HAMILTON & ASSOCIATES LP
CRD 108017File 801-56194
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$24.86B
Top 10% of cohort (national)
Discretionary AUM
$24.86B
Clients
312
382 accounts
Employees
41
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Dec 31, 1998
- Principal office
- 5 HOUSTON CENTER, 1401 MCKINNEY ST., SUITE 1600, HOUSTON, TX, 77010-4037
- Phone
- 713-853-2322
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $24.86B
- Discretionary AUM
- $24.86B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 382
- Non-discretionary accounts
- 0
- Total accounts
- 382
- AUM per client
- $79.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 23 | $1.82B |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | 11 | $584.7M |
| Investment companies | 1 | $344.3M |
| Charitable organizations | 90 | $2.36B |
| Other investment advisers | 8 | $416.4M |
| High net worth individuals | Fewer than 5 | $0 |
| Pooled investment vehicles | 2 | $46.3M |
| Banking or thrift institutions | Fewer than 5 | $7.4M |
| Pension and profit sharing plans | 28 | $5.58B |
| State or municipal government entities | 148 | $13.70B |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 38 | 41 | increased by3 |
| Apr 1, 2026 | Clients | 417 | 312 | decreased by105 |
| Apr 1, 2026 | AUM | $22,797,748,972 | $24,863,655,071 | increased by$2,065,906,099 |
| Apr 1, 2026 | Accounts | 417 | 382 | decreased by35 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 35 | 38 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 442 | 417 | decreased by25 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $18,739,599,007 | $22,797,748,972 | increased by$4,058,149,965 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 442 | 417 | decreased by25 |
| May 1, 2022 | Clients | 413 | 442 | increased by29 |
| May 1, 2022 | AUM | $16,726,331,862 | $18,739,599,007 | increased by$2,013,267,145 |
| May 1, 2022 | Accounts | 413 | 442 | increased by29 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GARCIA HAMILTON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GARCIA HAMILTON” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.