# Lummis Asset Management

Lummis Asset Management is a RIA based in Fort Worth, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Fort Worth, United States
- **Region:** North America
- **Address:** Fort Worth, TX, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** lamcocapital.com
- **LinkedIn:** https://www.linkedin.com/company/lummis-asset-management

## Regulatory record

- **CRD number:** 114357
- **SEC file number:** 801-121447
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-21T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/114357

## About

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.

## Sectors

- Energy Transition & Renewables
- Real Estate
- Private Credit

## People

- Dee Kelly Jr. — President

## Related profiles

- [Luminvest Wealth Management](https://altss.com/profile/luminvest-wealth-management)
- [Lundbeck Foundation](https://altss.com/profile/lundbeck-foundation)

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Last updated: 2026-07-06T01:24:20.601Z

Canonical page: https://altss.com/profile/lummis-asset-management

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