RIA Intelligence

LUMMIS ASSET MANAGEMENT, L.P.

CRD #114357 SEC #801-121447 FORT WORTH, TX 817-348-0577
SEC Registered
Total AUM
$227M
Discretionary
$221.5M
Employees
1
Clients
--
Accounts
155

Firm Details

Organization Type
Partnership
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 6, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LUMMIS, PALMERIPRESIDENT OF LAMCO CAPITAL, LLC, GENERAL PARTNERNA Control
LUMMIS, PALMER, BRADLEYICHIEF COMPLIANCE OFFICER/GENERAL PARTNER/PRESIDENT OF LAMCO CAPITAL, LLCNA Control
LUMMIS, PALMER, BRADLEYICHIEF COMPLIANCE OFFICER/GENERAL PARTNER/PRESIDENT OF LAMCO CAPITAL, LLCNA Control
LUMMIS, PALMER, BRADLEYICHIEF COMPLIANCE OFFICER/GENERAL PARTNER/PRESIDENT OF LAMCO CAPITAL, LLCNA Control
LUMMIS, PALMER, BRADLEYICHIEF COMPLIANCE OFFICER/GENERAL PARTNER/PRESIDENT OF LAMCO CAPITAL, LLCNA Control
LUMMIS, PALMER, BRADLEYICHIEF COMPLIANCE OFFICER/GENERAL PARTNER/PRESIDENT OF LAMCO CAPITAL, LLCNA Control
LUMMIS, PALMER, BRADLEYICHIEF COMPLIANCE OFFICER/GENERAL PARTNER/PRESIDENT OF LAMCO CAPITAL, LLCNA Control
LUMMIS, PALMER, BRADLEYICHIEF COMPLIANCE OFFICER/GENERAL PARTNER/PRESIDENT OF LAMCO CAPITAL, LLCNA Control
LUMMIS, PALMER, BRADLEYICHIEF COMPLIANCE OFFICER/GENERAL PARTNER/PRESIDENT OF LAMCO CAPITAL, LLCNA Control
LUMMIS, PALMER, BRADLEYICHIEF COMPLIANCE OFFICER/GENERAL PARTNER/PRESIDENT OF LAMCO CAPITAL, LLCNA Control
LUMMIS, PALMER, BRADLEYICHIEF COMPLIANCE OFFICER/GENERAL PARTNER/PRESIDENT OF LAMCO CAPITAL, LLCNA Control
LUMMIS, PALMER, BRADLEYICHIEF COMPLIANCE OFFICER/GENERAL PARTNER/PRESIDENT OF LAMCO CAPITAL, LLCNA Control
LUMMIS, PALMER, BRADLEYICHIEF COMPLIANCE OFFICER/GENERAL PARTNER/PRESIDENT OF LAMCO CAPITAL, LLCNA Control
LUMMIS, PALMER, BRADLEYICHIEF COMPLIANCE OFFICER/GENERAL PARTNER/PRESIDENT OF LAMCO CAPITAL, LLCNA Control
LUMMIS, PALMER, BRADLEYICHIEF COMPLIANCE OFFICER/GENERAL PARTNER/PRESIDENT OF LAMCO CAPITAL, LLCNA Control
LUMMIS, PALMER, BRADLEYICHIEF COMPLIANCE OFFICER/GENERAL PARTNER/PRESIDENT OF LAMCO CAPITAL, LLCNA Control
LUMMIS, PALMER, BRADLEYICHIEF COMPLIANCE OFFICER/GENERAL PARTNER/PRESIDENT OF LAMCO CAPITAL, LLCNA Control
LUMMIS, PALMER, BRADLEYICHIEF COMPLIANCE OFFICER/GENERAL PARTNER/PRESIDENT OF LAMCO CAPITAL, LLCNA Control
LUMMIS, PALMER, BRADLEYICHIEF COMPLIANCE OFFICER/GENERAL PARTNER/PRESIDENT OF LAMCO CAPITAL, LLCNA Control
LUMMIS, PALMER, BRADLEYICHIEF COMPLIANCE OFFICER/GENERAL PARTNER/PRESIDENT OF LAMCO CAPITAL, LLCNA Control
LUMMIS, PALMER, BRADLEYICHIEF COMPLIANCE OFFICER/GENERAL PARTNER/PRESIDENT OF LAMCO CAPITAL, LLCNA Control
LUMMIS, PALMER, BRADLEYICHIEF COMPLIANCE OFFICER/GENERAL PARTNER/PRESIDENT OF LAMCO CAPITAL, LLCNA Control
LAMCO CAPITAL, LLCDEGENERAL PARTNERE
LAMCO CAPITAL, LLCDEGENERAL PARTNERE
LAMCO CAPITAL, LLCDEGENERAL PARTNERE
LAMCO CAPITAL, LLCDEGENERAL PARTNERE
LAMCO CAPITAL, LLCDEGENERAL PARTNERE
LAMCO CAPITAL, LLCDEGENERAL PARTNERE
LAMCO CAPITAL, LLCDEGENERAL PARTNERE
LAMCO CAPITAL, LLCDEGENERAL PARTNERE
LAMCO CAPITAL, LLCDEGENERAL PARTNERE
LAMCO CAPITAL, LLCDEGENERAL PARTNERE
LAMCO CAPITAL, LLCDEGENERAL PARTNERE
LAMCO CAPITAL, LLCDEGENERAL PARTNERE
LAMCO CAPITAL, LLCDEGENERAL PARTNERE
LAMCO CAPITAL, LLCDEGENERAL PARTNERE
LAMCO CAPITAL, LLCDEGENERAL PARTNERE
LAMCO CAPITAL, LLCDEGENERAL PARTNERE
LAMCO CAPITAL, LLCDEGENERAL PARTNERE
LAMCO CAPITAL, LLCDEGENERAL PARTNERE
LAMCO CAPITAL, LLCDEGENERAL PARTNERE
LAMCO CAPITAL, LLCDEGENERAL PARTNERE
LAMCO CAPITAL, LLCDEGENERAL PARTNERE
LAMCO CAPITAL, LLCDEGENERAL PARTNERE

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LUMMIS, PALMER, BRADLEYILAMCO CAPITAL, LLCE Control
LUMMIS, PALMER, BRADLEYILAMCO CAPITAL, LLCE Control
LUMMIS, PALMER, BRADLEYILAMCO CAPITAL, LLCE Control
LUMMIS, PALMER, BRADLEYILAMCO CAPITAL, LLCE Control
LUMMIS, PALMER, BRADLEYILAMCO CAPITAL, LLCE Control
LUMMIS, PALMER, BRADLEYILAMCO CAPITAL, LLCE Control
LUMMIS, PALMER, BRADLEYILAMCO CAPITAL, LLCE Control
LUMMIS, PALMER, BRADLEYILAMCO CAPITAL, LLCE Control
LUMMIS, PALMER, BRADLEYILAMCO CAPITAL, LLCE Control
LUMMIS, PALMER, BRADLEYILAMCO CAPITAL, LLCE Control
LUMMIS, PALMER, BRADLEYILAMCO CAPITAL, LLCE Control
LUMMIS, PALMER, BRADLEYILAMCO CAPITAL, LLCE Control
LUMMIS, PALMER, BRADLEYILAMCO CAPITAL, LLCE Control
LUMMIS, PALMER, BRADLEYILAMCO CAPITAL, LLCE Control
LUMMIS, PALMER, BRADLEYILAMCO CAPITAL, LLCE Control
LUMMIS, PALMER, BRADLEYILAMCO CAPITAL, LLCE Control
LUMMIS, PALMER, BRADLEYILAMCO CAPITAL, LLCE Control
LUMMIS, PALMER, BRADLEYILAMCO CAPITAL, LLCE Control

Registrations

Federal

IA
Nov 6, 2025 REGISTERED

Notice Filings (1)

TX

Address

301 COMMERCE STREET
SUITE 1380
FORT WORTH, TX 76102
United States
Phone: 817-348-0577