Investment adviser · CRD 110093

LUTHER KING CAPITAL MANAGEMENT CORPORATION

Investment adviser filing (IA)

FORT WORTH, TX, United States · Form ADV filed Jun 24, 2026

Regulatory AUM: $31.5B
Client accounts: 3,526
Employees: 110
Advisory professionals: 73

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
High-net-worth individuals	2,304	$11,259,321,244	35.7%
Pooled investment vehicles	18	$6,019,559,844	19.1%
Charities	232	$4,891,131,068	15.5%
Corporations & businesses	219	$4,247,408,568	13.5%
Other investment advisers	486	$2,651,837,033	8.4%
Investment companies	7	$1,376,045,728	4.4%
Retirement plans	38	$657,880,240	2.1%
Government entities	5	$322,030,091	1.0%
Insurance companies	1	$41,043,051	0.1%
Individuals	216	$36,632,503	0.1%

Filing source

Form ADV 2109742 · Jun 24, 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

40 Private funds

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

LKCM INVESTMENT PARTNERSHIP, L.P.Hedge Fund · Last reported Jun 24, 2026$1.53BGross asset value

Form D fundraising filings

LKCM Investment Partnership, L.P.

Fund administrator SS&C TECHNOLOGIES WINDSOR, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor KPMG, LLP FORT WORTH, Texas, United States

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Marketer CHARLES SCHWAB & CO., INC. DALLAS, Texas, United States Related to adviser: No

Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

KPMG, LLP
PCAOB 185

J.P. MORGAN SECURITIES LLC
SEC 8-35008

CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 801-29938

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Fund details & source

Fund ID: 805-4639223515
Reported beneficial owners: 173
Minimum commitment: $250K
Form D file number: 021-144991

Form ADV 2109742 · Jun 24, 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.

LKCM HEADWATER INVESTMENTS IV, L.P.Private Equity Fund · Last reported Jun 24, 2026$1.11BGross asset value

Form D fundraising filings

LKCM Headwater Investments IV, L.P.

Fund administrator SS&C TECHNOLOGIES WINDSOR, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor KPMG LLP FORT WORTH, Texas, United States

Custodian JPMORGAN CHASE & CO FORT WORTH, Texas, United States Related to adviser: No

Marketer CHARLES SCHWAB & CO., INC. DALLAS, Texas, United States Related to adviser: No

Provider details

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

KPMG LLP
PCAOB 185

CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 801-29938

Fund details & source

Fund ID: 805-1180344657
Reported beneficial owners: 430
Minimum commitment: $250K
Form D file number: 021-470789

Form ADV 2109742 · Jun 24, 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.

LKCM HEADWATER INVESTMENTS III, L.P.Private Equity Fund · Last reported Jun 24, 2026$1.04BGross asset value

Form D fundraising filings

LKCM Headwater Investments III, L.P.

Fund administrator SS&C TECHNOLOGIES WINDSOR, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor KPMG LLP FORT WORTH, Texas, United States

Custodian JPMORGAN CHASE & CO FORT WORTH, Texas, 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

KPMG LLP
PCAOB 185

Fund details & source

Fund ID: 805-9737044985
Reported beneficial owners: 276
Minimum commitment: $250K
Form D file number: 021-330637

Form ADV 2109742 · Jun 24, 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.

LKCM HEADWATER INVESTMENTS II, L.P.Private Equity Fund · Last reported Jun 24, 2026$711MGross asset value

Form D fundraising filings

LKCM Headwater Investments II, L.P.

Fund administrator SS&C TECHNOLOGIES WINDSOR, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor KPMG LLP FORT WORTH, Texas, United States

Custodian UMB BANK, N.A. FORT WORTH, Texas, 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

KPMG LLP
PCAOB 185

Fund details & source

Fund ID: 805-6128391357
Reported beneficial owners: 207
Minimum commitment: $250K
Form D file number: 021-226290

Form ADV 2109742 · Jun 24, 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.

LKCM PRIVATE DISCIPLINE MASTER FUND, SPCHedge Fund · Last reported Jun 24, 2026$609MGross asset value

Feeder funds

LKCM PRIVATE DISCIPLINE INTERNATIONAL, L.P.
LKCM PRIVATE DISCIPLINE (QP), L.P.
LKCM PRIVATE DISCIPLINE INTERNATIONAL II, L.P.

Fund administrator SS&C TECHNOLOGIES WINDSOR, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor KPMG LLP FORT WORTH, Texas, United States

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States

Provider details

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

KPMG LLP
PCAOB 185

J.P. MORGAN SECURITIES LLC
SEC 8-35008

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Fund details & source

Fund ID: 805-4087241891
Reported beneficial owners: 137
Minimum commitment: $250K
Form D file number: 021-91619
Form D file number: 021-92451

Form ADV 2109742 · Jun 24, 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.

LKCM HEADWATER II SIDECAR PARTNERSHIP, L.P.Private Equity Fund · Last reported Jun 24, 2026$392MGross asset value

Fund administrator SS&C TECHNOLOGIES WINDSOR, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor KPMG LLP FORT WORTH, Texas, United States

Custodian UMB BANK, N.A. FORT WORTH, Texas, 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

KPMG LLP
PCAOB 185

Fund details & source

Fund ID: 805-3882083100
Reported beneficial owners: 92
Minimum commitment: $250K
Form D file number: 021-226290

Form ADV 2109742 · Jun 24, 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.

LKCM HEADWATER PM CO-INVESTMENT PARTNERSHIP, L.P.Private Equity Fund · Last reported Jun 24, 2026$318MGross asset value

Form D fundraising filings

LKCM Headwater PM Co-Investment Partnership, L.P.

Auditor KPMG LLP FORT WORTH, Texas, United States

Custodian FROST BANK FORT WORTH, Texas, United States Related to adviser: No

Provider details

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

KPMG LLP
PCAOB 185

Fund details & source

Fund ID: 805-6276038781
Reported beneficial owners: 210
Minimum commitment: $250K
Form D file number: 021-409693

Form ADV 2109742 · Jun 24, 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: Jun 24, 2026. View historical filings

Reported services

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

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

301 COMMERCE STREET, SUITE 1600
FORT WORTH, TX, 76102, United States

CRD 110093

Filing source

Form ADV 2109742 · Jun 24, 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.