Garcia Hamilton & Associates LP

Garcia Hamilton & Associates LP (CRD# 108017) is a financial advisory firm headquartered in Houston, TX. They manage $12,589,900,098 in 344 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    12,590
    MILLION
  • Total Number of Accounts
    344
    ACCOUNTS
  • Average Account Value
    $36,598,547
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, CA, DE, FL, GA, IL, IN, LA, MA, MO, NC, NJ, NY, OK, PA, TX

Financial Advisors at Garcia Hamilton & Associates LP
Showing 1 - 5 of 5 top financial advisors.
1
Jeffrey D. Detwiler
CRD#: 2918482
5 Houston Center, 1401 Mckinney St., Suite 1600, Houston, TX 77010
96
Wealthminder
score

Jeffrey Detwiler (CRD# 2918482) is an Investment Advisor Representative working at Garcia Hamilton & Associates LP in Houston, TX and has over 18 years of experience in the finance industry.

2
Gilbert A. Garcia
CRD#: 1453249
1401 Mckinney Street, Suite 1600, Houston, TX 77010
96
Wealthminder
score

Gilbert Garcia (CRD# 1453249) is an Investment Advisor Representative working at Garcia Hamilton & Associates LP in Houston, TX and has over 32 years of experience in the finance industry.

3
John A. Lohman
CRD#: 4620441
1401 Mckinney Street, Suite 1600, Houston, TX 77010
96
Wealthminder
score

John Lohman (CRD# 4620441) is an Investment Advisor Representative working at Garcia Hamilton & Associates LP in Houston, TX and has over 19 years of experience in the finance industry.

4
Curt E. Rohrman
CRD#: 1883115
1401 Mckinney Street, Suite 1600, Houston, TX 77010
96
Wealthminder
score

Curt Rohrman (CRD# 1883115) is an Investment Advisor Representative working at Garcia Hamilton & Associates LP in Houston, TX and has over 30 years of experience in the finance industry.

5
Karen H. Tass
CRD#: 6775732
5 Houston Center, 1401 Mckinney St., Suite 1600, Houston, TX 77010
90
Wealthminder
score

Karen Tass (CRD# 6775732) is an Investment Advisor Representative working at Garcia Hamilton & Associates LP in Houston, TX and has 1 year of experience in the finance industry.

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