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HODGES CAPITAL MANAGEMENT INC
CRD 110080File 801-35811
APPROVED
Retail clients
Disclosure events
Filing as of Oct 31, 2025
Feed vintage Oct 1, 2026
Regulatory AUM
$1.24B
Above cohort median (national)
Discretionary AUM
$1.24B
Clients
448
448 accounts
Employees
20
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 5, 1990
- Principal office
- 2905 MAPLE AVE, DALLAS, TX, 75201
- Phone
- 888-878-4426
- Website
- HTTP://WWW.HODGESCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.24B
- Discretionary AUM
- $1.24B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 448
- Non-discretionary accounts
- 0
- Total accounts
- 448
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 25 | $106.8M |
| Investment companies | 4 | $502.6M |
| Charitable organizations | 8 | $46.5M |
| High net worth individuals | 133 | $380.4M |
| Pooled investment vehicles | 2 | $107.3M |
| Banking or thrift institutions | 2 | $6.4M |
| Pension and profit sharing plans | 8 | $9.8M |
| State or municipal government entities | 1 | $800K |
| Individuals (other than high net worth individuals) | 265 | $79.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Clients | 439 | 448 | increased by9 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,086,634,626 | $1,240,237,495 | increased by$153,602,869 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 439 | 448 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 22 | 20 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 340 | 439 | increased by99 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $937,947,414 | $1,086,634,626 | increased by$148,687,212 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 340 | 439 | increased by99 |
| Sep 1, 2021 | Employees | 20 | 22 | increased by2 |
| Sep 1, 2021 | Clients | 336 | 340 | increased by4 |
| Sep 1, 2021 | AUM | $577,218,490 | $937,947,414 | increased by$360,728,924 |
| Sep 1, 2021 | Accounts | 335 | 340 | increased by5 |
| 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 “HODGES CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HODGES CAPITAL” 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.