Clark Brown Hodges

Hodges Capital Management INC

33 Years of Experience

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Firm Information

Hodges Capital Management INC

Compensation

Fee-Only (AUM)

Number of Advisors

10 advisors

Number of Clients

439 clients

Average Client Portfolio

$2.5M average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

HCM charges an annualized asset-based advisory fee, ranging from 1% to 1.5%, paid quarterly in advance. Fees are negotiable and may vary based on asset size, related accounts, market fluctuations, and portfolio strategy. The investment advisor recommending the wrap fee program may receive more compensation than with other programs. The account minimum is $500,000. Certain fees, such as custodial fees and ETF charges, are not included in the wrap fee.

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Areas of Practice

Investment Management

Advisor Information

Office location

2905 Maple Ave., Dallas, TX, 75201

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Regulatory History (1)

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Criminal

February 2002

Final Disposition

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Other Business Activities

Clark is a partner in HCCC, LLC and Basin Springs Properties LTD, which are family partnerships. He also serves on the Advisory Panel for Jackson Analytics, a non-compensated role.