# GARCIA HAMILTON & ASSOCIATES LP

GARCIA HAMILTON & ASSOCIATES LP of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 108017
- Type: SEC-registered investment adviser
- SEC file number: 801-56194
- Location: 5 HOUSTON CENTER, 1401 MCKINNEY ST., SUITE 1600, HOUSTON, TX, 77010-4037
- Phone: 713-853-2322
- Latest filing: 2026-03-30
- Regulatory AUM: $24.9B
- Discretionary AUM: $24.9B
- Clients: 41
- Accounts: 382

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (47)

_Showing 25 of 47 people._

| Name | Role | Location |
| --- | --- | --- |
| Ruby Munoz Dang | PARTNER, DIRECTOR OF MARKETING & CLIENT SERVICES | Houston, TX |
| Gilbert Andrew Garcia | 100% STOCKHOLDER OF GP; MANAGING PARTNER, DIRECTOR OF FIXED INCOME | — |
| James Kevin Lunday | PARTNER, CHIEF OPERATING OFFICER | — |
| Nancy Rodriguez | PARTNER, FIXED INCOME PORTFOLIO MANAGER | — |
| Stephanie Joy Roberts | PARTNER | — |
| Jeffrey Dylan Detwiler | PARTNER, FIXED INCOME PORTFOLIO MANAGER | — |
| Karen Herbst Tass | PARTNER, FIXED INCOME PORTFOLIO MANAGER | — |
| Benjamin D Monkiewicz | PARTNER, FIXED INCOME PORTFOLIO MANAGER | — |
| Gary C Montgomery | PARTNER | — |
| Don Frederick Elsenbrock | PARTNER | — |
| Morgan Meyer Doyle | PARTNER | — |
| Yvette Marie Duenas | PARTNER | — |
| Mark Richard Delaney | PARTNER, FIXED INCOME PORTFOLIO MANAGER | — |
| Marcus Bernard Smith | PARTNER | — |
| Connie Falcon Davis | PARTNER | — |
| Justo Penn Gonzalez | PARTNER | — |
| Charlotte Cates Castro | CHIEF COMPLIANCE OFFICER | — |
| HAMILTON JACK REESE | MANAGING PARTNER; MANAGING PRINCIPAL & PORT MGR; PRESIDENT, EXEC. COMM. & PORT MGR | — |
| DAVIS ROBERT CHARLES | MANAGING PARTNER & CIO; MANAGING PRINCIPAL & PORT MGR; SEC. TREAS., EXEC COMM & PORT MGR | — |
| JACKSON ALFRED | PRINCIPAL | — |
| WEBB JAMES PATTON | PRINCIPAL; PRINCIPAL & DIRECTOR OF MARKETING | — |
| SARFF JEFFREY LEE | PRINCIPAL, CHIEF COMPLIANCE OFFICER; PRINCIPAL, COO/CCO; PRINCIPAL, COO & PORT MGR | — |
| WOODRUFF CATHERINE SHERMAN | MANAGING PARTNER, DIRECTOR OF EQUITIES; PRINCIPAL, DIRECTOR OF EQUITIES; PRINCIPAL & DIRECTOR OF RESEARCH | — |
| WOODS JANNA KAY | PARTNER; PRINCIPAL | — |
| GARCIA GILBERT ANDREW | 100% STOCKHOLDER OF GP; MANAGING PARTNER, DIRECTOR OF FIXED INCOME | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108017/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108017/similar
- Related entities: https://search.stillhousedata.com/firm/108017/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108017

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.