A complete list of active advisors currently associated with Lummis Asset Management, L.P.

Warmer can help you find a great advisor at Lummis Asset Management, L.P. or one who fits your needs even better.

Lummis Asset Management, L.P. serves a mix of individual clients, high net‑worth individuals, charitable organizations, and corporate clients, providing discretionary portfolio management, investment advice, and written investment planning. The firm also provides review and buy/sell recommendations to a financial institution that manages third‑party client accounts. The firm follows a long‑term, value‑oriented investment approach, seeking companies with pricing power, strong balance sheets, and attractive returns on capital while emphasizing tax sensitivity and low portfolio turnover. Portfolios are size‑agnostic and typically concentrated (generally 25–35 holdings), with bonds managed using a laddered approach (average maturities of about three to seven years), and clients receive quarterly holdings and performance reports. Distinctive aspects include operating as a solo practitioner while managing roughly $210 million in discretionary assets, a high AUM‑per‑advisor profile that is uncommon among peers. The firm also circulates a quarterly market update newsletter to clients and interested parties and provides institutional review services to a banking institution, practices that differentiate it from many similarly categorized firms.

To learn more about the advisors currently working at Lummis Asset Management, L.P., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.