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RIA · CRD 114357SEC-Registered

Updated:

Lummis Asset Management

Lummis Asset Management is an SEC-registered investment adviser in Fort Worth, TX, registered since 2021. The firm manages approximately $210 million in...

Overview

Lummis Asset Management is an SEC-registered investment adviser in Fort Worth, TX, registered since 2021. The firm manages approximately $210 million in assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Year founded

2021

Location

Region

North America

Country

United States

City

Fort Worth

Corporate office

Fort Worth, TX, United States

Principals

Dee Kelly Jr.

President

Sector focus

Energy Transition & RenewablesReal EstatePrivate Credit

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