Luther King Capital Management Corporation fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$15,000⁠-⁠$18,000

“$20,000 – non-institutional equity, fixed income, balanced and international portfolios; $15,000 – institutional equity, fixed income and balanced portfolios; $18,000 – institutional international equity portfolios; and $30,000 – institutional and non-institutional small cap, small-mid and mid cap portfolios.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Luther King Capital Management Corporation bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Unless we agree otherwise, our investment management agreement generally provides that you must pay management fees to us quarterly in advance.”
• “If your investment management agreement is terminated prior to the end of a calendar quarter, we will calculate and refund to you any unearned management fees paid in advance, prorated to the date of termination.”
• “You will be invoiced directly for management fees if negotiated in our investment management agreement with you.”

How Luther King Capital Management Corporation’s fees compare

• Its flat or project fee of $15,000-$18,000 is above the Texas median of $3,850. 92% of the 401 other Texas planners that publish a flat or project fee charge less.
• 12 of the 15 other planners in Fort Worth that publish a flat or project fee charge less.

About Luther King Capital Management Corporation

• Firm size: 110 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 1979 (47 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.6% a year

Clients

2,520

Employees

110

Works with

Individuals, high net worth individuals, investment companies, pooled investment vehicles, pension and profit sharing plans, charities, state and local governments, other investment advisers, insurance companies, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and other services

Assets managed

$31,502,889,370

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

110093

Website

lkcm.com (opens in new tab)

Phone

(817) 332-3235

Can advise clients in 30 states: Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Idaho, Illinois, Louisiana, Massachusetts, Minnesota, Missouri, Montana, North Carolina, Nebraska, New Mexico, Nevada, New York, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, Wyoming

Other planners in Fort Worth that publish fees

• 9I Capital Group LLCFort Worth$150/hr, $1,500⁠-⁠$10,000
• Aspen Wealth Management, LLCFort Worth$300/hr, $4,500
• CF FinancialFort Worth$2,500⁠-⁠$10,000
• Dean, Jacobson Financial ServicesFort Worth$75⁠-⁠$350/hr, $1,500⁠-⁠$20,000
• Diesslin Group, Inc.Fort Worth$250/hr, $72/mo
• Holland Investment Management, Inc.Fort Worth$300⁠-⁠$350/hr, $5,000⁠-⁠$25,000

Compare all 34 planners in Fort Worth