LUTHER KING CAPITAL MANAGEMENT CORPORATION

301 Commerce Street
Suite 1600
Fort Worth, Texas 76102
Tel: 817-332-3235

About LUTHER KING CAPITAL MANAGEMENT CORPORATION

LUTHER KING CAPITAL MANAGEMENT CORPORATION, formally registered with the SEC as LUTHER KING CAPITAL MANAGEMENT CORPORATION. The firm was established in 03/15/1979. They have over 4 offices throughout the country.

LUTHER KING CAPITAL MANAGEMENT CORPORATION is a Fort Worth, Texas based Financial Planning firm with nearly $30,485,271,519 assets under management, offering retirement planning & investment advisory services to 3742 clients. The firm is staffed with 101 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110093
SEC#	801-14458
Assets Managed by Firm	$30,485,271,519
No. of Clients	3742
No. of Advisors	101

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (INVESTMENT CONSULTING SERVICES/NON-DISCRETIONARY INVESTMENT ADVICE)

Firm Client Information

	No. of Clients	AUM
Firm Total	3742	$30,485,271,519
Individuals (other than high net worth individuals)	249	$33,436,990
High net worth individuals	2396	$10,360,094,947
Pension and profit sharing plans	38	$721,377,064
Charitable organizations	245	$4,548,063,114
Other investment advisers	512	$2,291,661,126
Corporations or other businesses	270	$4,338,366,572

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DIMENSIONAL FUND ADVISORS LP 6300 Bee Cave Road, Building One Austin, TX, 78746	$749,622,475,396	1153	1166
VICTORY CAPITAL MANAGEMENT INC. 15935 La Cantera Pkwy San Antonio, TX, 78256	$151,257,095,924	2923	481
TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036
NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$118,041,119,970	827	319
TPG CAPITAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$112,362,200,000	102	361

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