Garcia Hamilton & Associates LP
SEC RegisteredA Company You Can Trust
About the firm
Garcia Hamilton & Associates is a 100% employee-owned and operated investment advisory firm certified as a MBE firm, managing over $24.6 billion in high-quality, domestic fixed income assets as of March 31, 2026. The firm has been providing quality investment management since 1988 and is staffed by 40 employees committed to serving institutional clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
High-quality fixed income investment management strategies structured to address clients' specific requirements, with a goal to outperform benchmark indices net of fees using a high-quality strategy.
Who they serve
Institutional investors and institutional clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 1 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 2 | $46M |
| Charitable Organizations | 28 | $5.6B |
| State/Municipal Entities | 90 | — |
| Insurance Companies | 8 | — |
| Sovereign Wealth Funds | 11 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Garcia Hamilton & Associates LP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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