Investment adviser · CRD 108017

GARCIA HAMILTON & ASSOCIATES LP

Investment adviser filing (IA)

HOUSTON, TX, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $24.9B
Client accounts: 382
Employees: 41
Advisory professionals: 12

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Government entities	148	$13,700,699,858	55.1%
Retirement plans	28	$5,580,452,422	22.4%
Charities	90	$2,359,748,833	9.5%
Corporations & businesses	23	$1,823,704,550	7.3%
Insurance companies	11	$584,657,686	2.4%
Other investment advisers	8	$416,393,569	1.7%
Investment companies	1	$344,318,131	1.4%
Pooled investment vehicles	2	$46,321,484	0.2%
Banks & thrifts	Fewer than 5	$7,358,538	0.0%
Individuals	Fewer than 5	$0	0.0%
High-net-worth individuals	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2066459 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

GARCIA HAMILTON QUALITY AGGREGATE BOND FUND, L.P.Other Private Fund · Last reported Mar 30, 2026$28.7MGross asset value

Form D fundraising filings

GARCIA HAMILTON QUALITY AGGREGATE BOND FUND, L.P.

Fund administrator THE NOTTINGHAM COMPANY ROCKY MOUNT, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER AND TIDWELL, L.L.P. HOUSTON, Texas, United States

Custodian UMB BANK N.A. KANSAS CITY, Missouri, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WEAVER AND TIDWELL, L.L.P.
PCAOB 410

Fund details & source

Fund ID: 805-2621726796
Reported beneficial owners: 2
Minimum commitment: $1M
Form D file number: 021-345328

Form ADV 2066459 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

5 HOUSTON CENTER, 1401 MCKINNEY ST., SUITE 1600
HOUSTON, TX, 77010-4037, United States

CRD 108017

Filing source

Form ADV 2066459 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.