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GARCIA HAMILTON & ASSOCIATES LP

Advisory

N·HOUSTON, TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$24.9B

1-Year AUM Growth

+12.7%

3-Year CAGR

+6.8%

Employees

12

Assets Under Management

Total AUM$24.9B

Discretionary AUM$24.9B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients417

Team

Total Employees12

Investment Advisers41

Employee Growth (1Y)+8.3%

Filing History

Total Filings on Record41

First FilingMar 29, 2001

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 41 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GARCIA HAMILTON & ASSOCIATES LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.