Durable Dividend Growth Strategies, L.P.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Durable Dividend Growth Strategies, L.P. is a registered investment adviser that provides discretionary portfolio management and sub‑advisory services primarily to high‑net‑worth individuals, charitable organizations, and businesses. The firm manages equity‑focused model portfolios, requires written discretionary trading authorization, and reports $24,691,374 in discretionary assets under management for 18 clients as of December 31, 2025.
The firm’s investment approach is model‑driven: an Investment Committee applies proprietary screens and a ranking process that emphasize free cash flow, dividend stability and dividend growth, leverage, and profitability, with monthly research reviews to update models. Model portfolios are generally equal‑weighted, seek low turnover to improve tax efficiency, and reinvest dividends on a dollar‑cost‑averaging basis; the brochure also notes a mix of long‑ and short‑term purchase strategies and use of charting, technical and fundamental analysis.
Compared with many peers, the firm’s ADV discloses principal involvement in other advisory and family‑office activities and dual registration with another registered adviser, and it requires clients to direct brokerage to specific custodians (Interactive Brokers and Fidelity). The firm’s materials also disclose and present performance information, including predecessor performance, alongside the detailed model construction and screening methodology disclosed in the brochure.
Client services
Expertise
Fee options
1% annually
Account minimum: $250,000
Main office
See office470 Mariners Drive
Kemah TX 77565
Advisors at this office
1
Offices (2)
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Wesley K
CFA®, Series 63, Series 65
Houston, TX
Durable Dividend Growth Strategies, L.P.
Wesley Kubesch is a CFA® charterholder with 20 years of industry experience. He is currently with Durable Dividend Growth Strategies, L.P. and has held prior roles at Corient Services LLC, Galapagos Wealth Management, and Regatta Research & Money Management L.L.C. among others. Durable Dividend Growth Strategies, L.P. provides discretionary portfolio management and sub-advisory services primarily to high-net-worth individuals, charitable organizations, and businesses. The firm employs a model-driven investment approach focused on dividend stability and growth, free cash flow, leverage, and profitability, with portfolios designed for tax efficiency and a mix of technical and fundamental analysis.
Stephen L
Series 65
Kemah, TX
Durable Dividend Growth Strategies, L.P.
Stephen Lack is a Series 65-licensed financial advisor with 18 years of industry experience, currently serving as a Partner at Corient. He has held roles at Galapagos Partners and leads Ned S. Holmes Investments, Inc., a single family office where he acts as President and CIO providing consulting services to private partnerships and corporations. His career also includes involvement with Durable Dividend Growth Strategies, L.P. Corient offers investment advisory and financial planning services to a diverse clientele, including individuals, trusts, pension plans, and charitable organizations. The firm utilizes a team-based investment approach focused on customized, goals-based asset allocations and integrates risk management through ongoing due diligence and monitoring across traditional and alternative investments.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)