WALLACE CAPITAL MANAGEMENT, INC. is a Dallas, Texas based financial advisory firm with nearly $1,054,414,394 in assets under management and provides investment advisory services for 421 clients. There are currently 7 financial advisors at the firm.
General Information |
| Firm CRD#: | 119174 | |
| SEC#: | 801-70100 | |
| Assets under Management: | $1,054,414,394 | |
| No. of Clients: | 421 | |
| No. of Advisors: | 7 | |
| Advisory Services Provided: | Portfolio Management for Individuals, Portfolio Management for Pooled Investment, Portfolio Management for Business | |
| Fee Structure: | A percentage of AUM, Performance Based |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | 801-14458 | 3446 | 96 | $27,691,006,880 |
| CARL STUART INVESTMENT ADVISOR, INC. | 109995 | 801-56546 | 995 | 3 | $506,613,582 |
| INVESTMENT ADVISORY SERVICES, INC | 112486 | 801-60648 | 873 | 5 | $427,908,045 |
| RHODES INVESTMENT ADVISORS, INC. | 114245 | 801-117510 | 837 | 11 | $322,283,263 |
| DAVIDSON CAPITAL MANAGEMENT, INC | 112232 | 801-60519 | 777 | 4 | $436,132,391 |
| HALBERT WEALTH MANAGEMENT, INC | 108294 | 801-55411 | 681 | 5 | $159,660,940 |
| MIAI, INC. | 111695 | 801-61363 | 655 | 8 | $416,997,847 |
| SMH CAPITAL ADVISORS LLC | 108344 | 801-54089 | 435 | 8 | $426,686,200 |
| HODGES CAPITAL MANAGEMENT INC | 110080 | 801-35811 | 340 | 22 | $937,947,414 |
| GLASS WEALTH MANAGEMENT CO., LLC | 114097 | 801-112949 | 244 | 3 | $175,297,772 |
| PENN DAVIS MCFARLAND INC | 110417 | 801-13038 | 210 | 8 | $716,135,639 |
| SMITH GRAHAM & CO INVESTMENT ADVISORS, L.P.** | 107827 | 801-36485 | 75 | 25 | $4,445,750,952 |
| HILLTOP SECURITIES ASSET MANAGEMENT, LLC | 110760 | 801-40189 | 47 | 29 | $18,200,000,000 |
| U.S. GLOBAL INVESTORS, INC. | 111097 | 801-4868 | 10 | 20 | $4,229,265,159 |
| SIMMONS L E & ASSOCIATES INC | 107599 | 801-49261 | 8 | 20 | $1,491,683,047 |
| BRANSON FOWLKES RUSSELL INC | 107656 | 801-39088 | 1 | 2 | $1,633,831 |