KING LUTHER CAPITAL MANAGEMENT CORP

King Luther Capital Management Corp is an investment management company owned by its employees. The company was founded in 1979 by current CEO John Luther King Jr. and is currently held in majority by Southwest Jlk Corporation. The company started out with a single location in Fort Worth and, since then, has expanded to locations in Austin, San Antonio, and Dallas. King Luther Capital Management conducts its research in house and utilizes a fundamental analysis to make its investment decisions. The company invests in various public equity and fixed income markets on a global scale, focusing on companies across all market cap sizes, although placing an emphasis on those with a market capitalization of over $400 million. King Luther Capital Management’s asset allocations are diversified across a variety of sectors including health care, information technology, finance, consumer discretionary, industrials, consumer staples, energy, and materials, among others to a lesser degree, in order of decreasing allocation. The company currently has over $16.5 billion in total assets under management spread across over 2,700 accounts, all of which are discretionary except for 7. Both its total number of accounts held and total assets under management have been increasing in recent years, with its total assets under management growing from just over $5 billion five years ago to well over three times that amount today. King Luther Capital Management currently has 80 employees, 28 of which are investment professionals, taking care of its clients which are primarily individuals and high net worth individuals, with each of these taking up over a quarter of its client base and its high net worth individual assets making up over a quarter of its total assets managed alone, and also includes charities, corporations, pension and profit sharing plans, investment companies, pooled investment vehicles, state or municipal entities, and investment advisors, among others, in order of decreasing clientele. The company offers two families of mutual funds; LKCM Funds, which includes its Balanced Fund, Small Cap Equity Fund, and Equity Fund, and LKCM Aquinas Funds, which includes its Value Fund and Russell 1000 Value Index.