SourcingSourcing

HODGES CAPITAL MANAGEMENT INC

C46
CRD 110080·SEC 801-35811·DALLAS, TX
AUM
$1.24B
$1B+
Est. Revenue
$12.4M
@ 1% on AUM
Est. EBITDA
$3.7M
@ 30% margin
Est. Deal Value
$29.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HODGES CAPITAL MANAGEMENT INC
CRD
110080
SEC file #
801-35811
EIN
752278918
DBA names
—

Economics

AUM
$1.24B
AUM band
$1B+
AUM trajectory
'20'26
$976.2M → $1.24B▲ +27%
Client mix
Individuals Other265
Individuals High Net Worth133
Corporations25
Pension Profit Sharing Plans8
Charitable Organizations8

Operations

Employees (total)
20
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
7 advisors → 10 advisors▲ +43%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
10/31/2025
ADV-W filed at
—
Website
twitter.com/hodgesclient(social)

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HODGES CAPITAL HOLDINGS INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
HODGES CAPITAL HOLDINGS INC.
BRADSHAW, GARY, MACK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
20
Form 5500 Compensation Trajectory 3y
20250
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001337263
Edgar Registered
Yes
Edgar Filing Count
109
Edgar First Filing Date
2005-10-25
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
89
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0001337263-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
10
Bc Firm Active IA Count
10
Bc Firm IAR Count
10
Custodian Candidates
Full
Wells Fargo5
E*trade4
Edgar Addresses
Mailing
2905 MAPLE AVENUEDALLAS, TX 75201
Business
2905 MAPLE AVENUEDALLAS, TX 75201
Edgar EIN
752278918
Edgar Recent Filings
13F-HR2026-04-28 · 0001337263-26-000002
13F-HR2026-02-11 · 0001337263-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (11)

11
MARSHALL, ERIC, JAY
IAR · Executive Officer · 2.5%
2981115
HODGES, CLARK, BROWN
IAR · Executive Officer · 2.5%
2202654
HODGES, CRAIG DONALDSON
IAR · Executive Officer · 2.5%
1714289
BRADSHAW, GARY MACK
IAR · Executive Officer · 2.5%
1389924
DARABADEY, CHARMAGNE MARIE
Executive Officer · 2.5%
1481560
CHRISTOPHER RYAN TERRY
IAR
4588240
LEE QUINCY BRADSHAW
IAR
6788372
ROBERT JASON WOODARD
IAR
1264549
DEREK RHETT MAUPIN
IAR
5288843
CARLOS RAFAEL ESTEVE
IAR
7559093
Callan Brooks Hirschey
IAR
7972744