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GARCIA HAMILTON & ASSOCIATES LP
CRD 108017File 801-56194
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.