{
  "crd_number": 108017,
  "slug": "garcia-hamilton-and-associates-lp-houston-tx-108017",
  "primary_business_name": "GARCIA HAMILTON & ASSOCIATES LP",
  "legal_name": "GARCIA HAMILTON & ASSOCIATES LP",
  "dbas": [],
  "city": "Houston",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1998-12-31",
  "years_registered": 27,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 24863655071.0,
  "raum_discretionary": 24863655071.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 41,
  "advisory_employees": 12,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2359748833.0,
      "count": 90
    },
    "individuals": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": 7358538.0,
      "count": 1,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 13700699858.0,
      "count": 148
    },
    "insurance_companies": {
      "raum": 584657686.0,
      "count": 11
    },
    "investment_companies": {
      "raum": 344318131.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 5580452422.0,
      "count": 28
    },
    "other_investment_advisers": {
      "raum": 416393569.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 46321484.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 1823704550.0,
      "count": 23
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "CA",
    "CT",
    "DE",
    "FL",
    "GA",
    "IL",
    "IN",
    "LA",
    "MA",
    "MD",
    "MI",
    "MO",
    "NC",
    "NJ",
    "NY",
    "OK",
    "PA",
    "TX",
    "UT"
  ],
  "websites": [
    "https://garciahamiltonassociates.com",
    "https://linkedin.com/company/garcia-hamilton-&-associates-l.p"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108017",
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/garcia-hamilton-and-associates-lp-houston-tx-108017",
  "display_name": "Garcia Hamilton & Associates LP",
  "summary": "Garcia Hamilton & Associates LP is an SEC-registered investment advisory firm in Houston, TX, registered since 1998, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Garcia Hamilton & Associates LP (CRD 108017): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Garcia Hamilton & Associates LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Garcia Hamilton & Associates LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Garcia Hamilton & Associates LP located?",
      "a": "Garcia Hamilton & Associates LP's principal office is in Houston, TX, according to its Form ADV."
    },
    {
      "q": "Is Garcia Hamilton & Associates LP registered with the SEC or a state?",
      "a": "Garcia Hamilton & Associates LP is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 108017."
    },
    {
      "q": "How much does Garcia Hamilton & Associates LP manage?",
      "a": "Garcia Hamilton & Associates LP reports $24,863,655,071 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Garcia Hamilton & Associates LP's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Garcia Hamilton & Associates LP: Regulatory assets under management: $16,726,331,862 in the October 2021 data and $24,863,655,071 in the October 2026 data, up 49%. Total employees: 35 in October 2021 and 41 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Garcia Hamilton & Associates LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (148); charitable organizations (90); pension and profit sharing plans (but not the plan participants or government pension plans) (28)."
    },
    {
      "q": "Which custodians does Garcia Hamilton & Associates LP use?",
      "a": "Garcia Hamilton & Associates LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust Corporation, State Street Corporation and The Bank of New York Mellon Corporation as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Garcia Hamilton & Associates LP report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108017"
    },
    {
      "q": "What changed in Garcia Hamilton & Associates LP's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 13 to 12. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 16726331862.0,
      "total_employees": 35,
      "filing_date": "2021-05-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 18739599007.0,
      "total_employees": 35,
      "filing_date": "2022-04-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 16763702363.0,
      "total_employees": 37,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 20236727145.0,
      "total_employees": 40,
      "filing_date": "2024-07-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 22797748972.0,
      "total_employees": 38,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 24863655071.0,
      "total_employees": 41,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 13 to 12.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Northern Trust Corporation",
      "name_as_filed": "NORTHERN TRUST CORPORATION",
      "affiliated": false
    },
    {
      "name": "State Street Corporation",
      "name_as_filed": "STATE STREET CORPORATION",
      "affiliated": false
    },
    {
      "name": "The Bank of New York Mellon Corporation",
      "name_as_filed": "THE BANK OF NEW YORK MELLON CORPORATION",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/garcia-hamilton-and-associates-lp-houston-tx-108017.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 1,
      "fewer_than_5": true,
      "raum": 7358538.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 344318131.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 46321484.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 28,
      "fewer_than_5": false,
      "raum": 5580452422.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 90,
      "fewer_than_5": false,
      "raum": 2359748833.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 148,
      "fewer_than_5": false,
      "raum": 13700699858.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 8,
      "fewer_than_5": false,
      "raum": 416393569.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 11,
      "fewer_than_5": false,
      "raum": 584657686.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 23,
      "fewer_than_5": false,
      "raum": 1823704550.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108017",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}