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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 Aug 17, 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
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 |
|---|---|---|---|
| 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.