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Norris M

Series 66

Fort Worth, TX

Luther King Capital Management Corporation

Norris Mcclane is a financial advisor at Luther King Capital Management Corporation with 12 years of industry experience. He holds a Series 66 credential and previously worked at Avalon Advisors, LLC and Avalon Wealth Management LLC. Outside of his advisory role, he serves as an independent director and audit committee member at Vantage Bank and is involved in business consulting through Norris Robert Mcclane International, LLC. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, and government entities. The firm offers a range of investment services such as separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, pursuing fundamental, bottom-up analysis across various equity and fixed income strategies.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Richard T

CFA®

Fort Worth, TX

Luther King Capital Management Corporation

Richard Truitt is a CFA® charterholder with 13 years of industry experience. He has been with Luther King Capital Management Corporation since 2001. Luther King Capital Management Corporation advises institutional and individual clients including trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across multiple equity, fixed income, and balanced strategies, managing approximately $31.5 billion in regulatory assets.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Michael N

CFA®

San Antonio, TX

Luther King Capital Management Corporation

Michael Nance is a CFA® charterholder and financial advisor with two years of industry experience. He is currently with Luther King Capital Management Corporation and has prior experience at Bank of America Private Bank and Catholic Life Insurance. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers separately managed portfolios, sub-advisory and model portfolio services, and serves as investment adviser to the LKCM Funds, using a fundamental, bottom-up investment approach across equity, fixed income, and balanced strategies.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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David L

CFA®, Series 63

Fort Worth, TX

Luther King Capital Management Corporation

David Lehmann is a CFA® charterholder with 12 years of industry experience. He has worked at Luther King Capital Management Corporation since 2003. The firm advises a diverse range of clients including individuals, trusts, foundations, pension plans, and government entities. Luther King Capital Management pursues fundamental, bottom-up analysis across multiple asset classes and manages a variety of investment vehicles, including mutual funds and private partnerships.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Minor W

CFA®

Fort Worth, TX

Luther King Capital Management Corporation

Minor Wallace is a CFA® charterholder with 11 years of industry experience. He has worked at Luther King Capital Management Corporation since 2006. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across multiple equity and fixed income strategies, and manages mutual funds, separately managed accounts, and private investment vehicles.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Richard K

Series 65

Fort Worth, TX

Luther King Capital Management Corporation

Richard Kleberg IV is a financial advisor with Luther King Capital Management Corporation, holding a Series 65 designation and 21 years of industry experience. He has been with Luther King Capital since 2011 and is also affiliated with Geographic Group, a non-investment business, where he has worked since 1996. Outside of his advisory work, Kleberg is a partner in Safari Consulting, a business focused on organizing safaris. Luther King Capital Management Corporation serves institutional and individual clients, offering separately managed portfolios, sub-advisory services, model portfolios, and financial planning. The firm employs a fundamental, bottom-up approach across a variety of equity and fixed income strategies and manages assets for a diverse range of clients including pension plans, government entities, and mutual funds.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Daniel D

CFA®, Series 63

Fort Worth, TX

Luther King Capital Management Corporation

Daniel Downes is a CFA® charterholder with 13 years of industry experience. He has been with Luther King Capital Management Corporation since 2014. Based in Fort Worth, TX, he holds a Series 63 license. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across multiple asset classes and offers a range of services such as separately managed portfolios, sub-advisory, and model portfolio solutions.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Mark J

CFA®, CIC, Series 63, Series 65

Fort Worth, TX

Luther King Capital Management Corporation

Mark Johnson is a CFA® and CIC-designated financial advisor with 24 years of experience at Luther King Capital Management Corporation, where he has worked since 2002. He holds Series 63 and Series 65 licenses and is based in Fort Worth, TX. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, pursuing fundamental, bottom-up analysis across multiple equity and fixed income strategies.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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David M

CFA®, Series 63, Series 65

Fort Worth, TX

Luther King Capital Management Corporation

David May is a CFA® charterholder with 20 years of industry experience. He has been with Luther King Capital Management Corporation since 2013. Outside of his advisory role, he serves as a director for Upland Software, Inc. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering separately managed portfolios, sub-advisory, model portfolio services, and financial planning. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages approximately $31.5 billion in assets.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Brittny A

CFA®, Series 63

Fort Worth, TX

Luther King Capital Management Corporation

Brittny Allred is a CFA® charterholder based in Fort Worth, TX, with 10 years of industry experience. She has been with Luther King Capital Management Corporation since 2013. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages approximately $31.5 billion in regulatory assets.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Michael Y

CFA®

Fort Worth, TX

Luther King Capital Management Corporation

Michael Yeager is a CFA® charterholder at Luther King Capital Management Corporation with 12 years of industry experience. He has been with Luther King Capital Management Corporation since 2001. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering services including separately managed portfolios, sub-advisory, and model portfolio management. The firm employs a fundamental, bottom-up investment approach across multiple asset classes and serves clients such as trusts, pension plans, government entities, and registered investment companies.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Gary W

CFA®

Fort Worth, TX

Luther King Capital Management Corporation

Gary Walsh is a CFA® charterholder with 24 years of experience in the financial industry. He has been with Luther King Capital Management Corporation since 1995. Luther King Capital Management Corporation advises a mix of institutional and individual clients, including trusts, foundations, pension plans, and registered investment companies. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages a range of separately managed portfolios, mutual funds, and private investment vehicles.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Susan G

CFP®, Series 63

Fort Worth, TX

Luther King Capital Management Corporation

Susan Gomez is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Luther King Capital Management Corporation since 2023. She is also the managing member and chief compliance officer of KONNECT Health and Wealth LLC, a role she has held since 2013. Luther King Capital Management Corporation advises a diverse client base that includes individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs a fundamental, bottom-up investment approach across various equity and fixed income strategies and manages approximately $31.5 billion in regulatory assets.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Juan L

Series 63, Series 65

Fort Worth, TX

Luther King Capital Management Corporation

Juan Landa is a financial advisor at Luther King Capital Management Corporation with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Luther King Capital Management since 2022, following roles at Avalon Wealth Management LLC, Avalon Advisors, LLC, and Matterhorn Capital Management LLC. Luther King Capital Management Corporation serves a wide range of clients including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages multiple mutual funds, private partnerships, and separately managed accounts.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Jeremy B

CFA®, Series 65

Fort Worth, TX

Luther King Capital Management Corporation

Jeremy Blackman is a CFA® charterholder and Series 65 licensee with 17 years of industry experience. He has been with Luther King Capital Management Corporation since 2013. The firm advises a diverse range of clients including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. Luther King Capital Management employs a fundamental, bottom-up investment approach across equity, fixed income, and balanced strategies, managing approximately $31.5 billion in regulatory assets.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Tobin C

Series 63, Series 65

Fort Worth, TX

Luther King Capital Management Corporation

Tobin Calvert is a financial advisor at Luther King Capital Management Corporation with 22 years of industry experience. He has been with Luther King Capital Management since 2011. Calvert holds the Series 63 and Series 65 designations. Luther King Capital Management advises a range of clients including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. The firm employs fundamental, bottom-up analysis across equity, fixed income, and balanced strategies and manages approximately $31.5 billion in regulatory assets.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Ira H

CFA®, CIC, Series 63

Fort Worth, TX

Luther King Capital Management Corporation

Ira Hester is a CFA® and CIC-designated financial advisor with 28 years of industry experience. He has been with Luther King Capital Management Corporation in Fort Worth, TX, since 2013. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across multiple equity and fixed income strategies and manages approximately $31.5 billion in regulatory assets.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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John G

CFA®, CIC

Fort Worth, TX

Luther King Capital Management Corporation

John Gunthorp is a CFA® and CIC credentialed advisor with 28 years of industry experience. He has been with Luther King Capital Management Corporation since 2013. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across equity, fixed income, and balanced strategies, managing a range of portfolios including mutual funds and private investment partnerships.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Scot H

CFA®, Series 65

Fort Worth, TX

Luther King Capital Management Corporation

Scot Hollmann is a CFA® charterholder with 34 years of industry experience, currently serving at Luther King Capital Management Corporation since 1983. He is based in Fort Worth, TX, and holds a Series 65 license. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, pension plans, and government entities. The firm employs a fundamental, bottom-up investment approach across equity, fixed income, and balanced strategies, managing a range of pooled and separate accounts with approximately $31.5 billion in regulatory assets under management.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Paul G

Series 63, Series 65

Fort Worth, TX

Luther King Capital Management Corporation

Paul Greenwell is a financial advisor at Luther King Capital Management Corporation with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Luther King Capital Management since 1983. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and mutual funds. The firm employs fundamental, bottom-up analysis across a range of equity, fixed income, and balanced strategies and manages approximately $31.5 billion in assets.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Andrew Z

CFA®

Fort Worth, TX

Luther King Capital Management Corporation

Andrew Zacharias is a CFA® charterholder based in Fort Worth, TX, with 11 years of industry experience. He has worked at Luther King Capital Management Corporation since 2005. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering separately managed portfolios, sub-advisory and model portfolio services, and serving as investment adviser to seven mutual funds. The firm employs fundamental, bottom-up analysis across multiple equity and fixed income strategies and manages approximately $31.5 billion in regulatory assets.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Alan I

CFA®, Series 63

Fort Worth, TX

Luther King Capital Management Corporation

Alan Ives is a CFA® charterholder and holds the Series 63 license, with 10 years of industry experience. He has been with Luther King Capital Management Corporation in Fort Worth, TX since 2015. Luther King Capital Management Corporation advises a diverse client base, including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. The firm employs fundamental, bottom-up analysis across multiple asset classes and offers a range of services including separately managed portfolios, sub-advisory, model portfolio services, and financial planning.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Jacob S

Series 65

Fort Worth, TX

Luther King Capital Management Corporation

Jacob Smith is a Series 65 credentialed advisor at Luther King Capital Management Corporation with 20 years of experience at the firm. Based in Fort Worth, TX, he has worked exclusively at Luther King Capital Management since 2006. Luther King Capital Management Corporation advises a variety of institutional and individual clients, including trusts, foundations, pension plans, government entities, and mutual funds. The firm employs fundamental, bottom-up analysis across diverse equity and fixed income strategies and manages approximately $31.5 billion in assets.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Mason K

CFA®

Fort Worth, TX

Luther King Capital Management Corporation

Mason King is a CFA® charterholder with 13 years of industry experience. He has worked at Luther King Capital Management Corporation in Fort Worth, TX since 2004, totaling 22 years at the firm. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers a range of services such as separately managed portfolios, sub-advisory and model portfolio services, and serves as investment adviser to seven mutual funds.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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John K

CFA®

Fort Worth, TX

Luther King Capital Management Corporation

John King is a CFA® charterholder with 20 years of industry experience. He has been with Luther King Capital Management Corporation since 1994. The firm advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. Luther King Capital Management Corporation manages separate accounts, sub-advisory and model portfolio services, and the LKCM Funds, employing fundamental, bottom-up analysis across various equity and fixed income strategies.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Frederick L

CFA®, Series 65

Fort Worth, TX

Luther King Capital Management Corporation

Frederick Labatt is a CFA® charterholder and holds a Series 65 license with 24 years of industry experience. He has been with Luther King Capital Management Corporation since 2012. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering separately managed portfolios, sub-advisory and model portfolio services, and financial planning. The firm employs fundamental, bottom-up analysis across equity, fixed income, and balanced strategies and manages approximately $31.5 billion in regulatory assets.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Jayme R

Series 65

Fort Worth, TX

Luther King Capital Management Corporation

Jayme Russell is a financial advisor at Luther King Capital Management Corporation with four years of industry experience. He holds a Series 65 designation and has been with Luther King Capital Management Corporation since 2011. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, employing a fundamental, bottom-up approach across equity, fixed income, and balanced strategies.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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John K

CFA®

Fort Worth, TX

Luther King Capital Management Corporation

John King Jr. is a CFA® charterholder with 34 years of industry experience. He has been with Luther King Capital Management Corporation since 1979. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering services including separately managed portfolios, sub-advisory, model portfolio management, and financial planning. The firm’s investment teams employ fundamental, bottom-up analysis across various equity and fixed income strategies and manage roughly $31.5 billion in assets.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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David D

Series 63, Series 65

Fort Worth, TX

Luther King Capital Management Corporation

David Dowler is a financial advisor at Luther King Capital Management Corporation in Fort Worth, TX, holding Series 63 and Series 65 designations with 34 years of industry experience. He has been with Luther King Capital Management since 1986. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, and government entities. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies, managing mutual funds, separate accounts, and private investment partnerships.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Joan M

Series 65

Fort Worth, TX

Luther King Capital Management Corporation

Joan Maynard is a Series 65-credentialed financial advisor with 33 years of industry experience. She has been with Luther King Capital Management Corporation since 1986. Luther King Capital Management Corporation advises a range of institutional and individual clients, including trusts, foundations, pension plans, and government entities. The firm employs a fundamental, bottom-up investment approach across multiple asset classes and manages various mutual funds and separately managed portfolios.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Mark J

Series 63, Series 65

Fort Worth, TX

Luther King Capital Management Corporation

Mark Johnson Jr. is a financial advisor at Luther King Capital Management Corporation with 22 years of industry experience. He has held his current role since 2011 and holds Series 63 and Series 65 designations. Luther King Capital Management Corporation serves a range of clients including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across equity, fixed income, and balanced strategies, managing approximately $31.5 billion in assets with a team of around 73 investment and other professionals.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Scott N

CFA®

Fort Worth, TX

Luther King Capital Management Corporation

Scott Neuendorf is a CFA® charterholder with 18 years of industry experience. He has worked at Luther King Capital Management Corporation since 2013 and spent five years at Hester Capital Management, L.L.C. prior to that. Neuendorf is based in Fort Worth, TX. Luther King Capital Management Corporation advises a range of institutional and individual clients, including trusts, foundations, pension plans, government entities, and private investment partnerships. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages mutual funds, separately managed accounts, and private investment vehicles.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Kurt S

Series 63, Series 65

San Antonio, TX

Luther King Capital Management Corporation

Kurt Steves is a financial advisor at Luther King Capital Management Corporation with 21 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at TCBI Securities, Texas Capital Bank, Suntrust Robinson Humphrey, Fifth Third Securities, and J.P. Morgan Securities Inc. Luther King Capital Management Corporation serves a range of clients including individuals, trusts, foundations, pension plans, and government entities. The firm employs fundamental, bottom-up analysis across multiple asset classes and manages a variety of portfolios, mutual funds, and private investment vehicles.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Jonathan D

CFA®

Fort Worth, TX

Luther King Capital Management Corporation

Jonathan Deweese is a CFA® charterholder with 13 years of industry experience. He has been with Luther King Capital Management Corporation since 2003. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers a range of services such as separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, employing a fundamental, bottom-up investment approach across equity, fixed income, and balanced strategies.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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