# Garcia Hamilton & Associates LP

> 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.

- CRD: 108017
- Filed as: GARCIA HAMILTON & ASSOCIATES LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108017
- AdvisorCensus page: https://advisorcensus.com/firm/garcia-hamilton-and-associates-lp-houston-tx-108017

## Quick answers

**How is Garcia Hamilton & Associates LP compensated?**
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.

**Where is Garcia Hamilton & Associates LP located?**
Garcia Hamilton & Associates LP's principal office is in Houston, TX, according to its Form ADV.

**Is Garcia Hamilton & Associates LP registered with the SEC or a state?**
Garcia Hamilton & Associates LP is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 108017.

**How much does Garcia Hamilton & Associates LP manage?**
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).

**How have Garcia Hamilton & Associates LP's assets and staff changed since 2021?**
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.

**What types of clients does Garcia Hamilton & Associates LP serve?**
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).

**Which custodians does Garcia Hamilton & Associates LP use?**
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.

**Does Garcia Hamilton & Associates LP report any disciplinary disclosures?**
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

**What changed in Garcia Hamilton & Associates LP's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Northern Trust Corporation
- State Street Corporation
- The Bank of New York Mellon Corporation

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.

### Regulatory assets under management (Item 5.F)
- Total: $24,863,655,071
- Discretionary: $24,863,655,071
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | 1 | $7,358,538 |
| Investment companies | 1 | $344,318,131 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $46,321,484 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 28 | $5,580,452,422 |
| Charitable organizations | 90 | $2,359,748,833 |
| State or municipal government entities (including government pension plans) | 148 | $13,700,699,858 |
| Other investment advisers | 8 | $416,393,569 |
| Insurance companies | 11 | $584,657,686 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 23 | $1,823,704,550 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1998 (27 years)
- Employees: 41 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, CA, CT, DE, FL, GA, IL, IN, LA, MA, MD, MI, MO, NC, NJ, NY, OK, PA, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [garciahamiltonassociates.com](https://garciahamiltonassociates.com)
- LinkedIn @garcia-hamilton-&-associates-l.p

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $16,726,331,862 | 35 | May 26, 2021 |
| October 2022 | $18,739,599,007 | 35 | April 1, 2022 |
| October 2023 | $16,763,702,363 | 37 | March 31, 2023 |
| October 2024 | $20,236,727,145 | 40 | July 5, 2024 |
| October 2025 | $22,797,748,972 | 38 | March 31, 2025 |
| October 2026 | $24,863,655,071 | 41 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 13 to 12.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Garcia Hamilton & Associates LP (CRD 108017): Form ADV filing data as of October 2026.