Investment adviser · CRD 110080
HODGES CAPITAL MANAGEMENT INC
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed Oct 31, 2025
- Regulatory AUM
- $1.24B Form ADV · Item 5.F
- Client accounts
- 448 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 4 | $502,581,602 | 40.5% |
| High-net-worth individuals | 133 | $380,372,244 | 30.7% |
| Pooled investment vehicles | 2 | $107,251,268 | 8.6% |
| Corporations & businesses | 25 | $106,848,234 | 8.6% |
| Individuals | 265 | $79,753,743 | 6.4% |
| Charities | 8 | $46,467,525 | 3.7% |
| Retirement plans | 8 | $9,767,496 | 0.8% |
| Banks & thrifts | 2 | $6,395,371 | 0.5% |
| Government entities | 1 | $800,012 | 0.1% |
Filing source
Form ADV 2023833 · Oct 31, 2025 · 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 31, 2025. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
2905 MAPLE AVEDALLAS, TX, 75201, United States
CRD 110080
Filing source
Form ADV 2023833 · Oct 31, 2025 · 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.