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James Lunday

Partner, Chief Operating Officer at Garcia Hamilton & Associates

Officer record from the firm’s Form ADVForm ADV filed 30 March 2026

James Lunday is Partner, Chief Operating Officer of Garcia Hamilton & Associates LP, a Houston investment adviser.

Role at Garcia Hamilton & Associates

Title on Schedule A
Partner, Chief Operating Officer
Control
James Lunday is not a control person of Garcia Hamilton & Associates.
Ownership
An individual ownership band is not available in the source record.
Tenure
James Lunday has held the filed role since January 2009.

The firm

Garcia Hamilton & Associates LP
Houston, TX

Form ADV filed 30 March 2026

$24.9B AUM312 clients12 advisers1 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for James Lunday is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
James Lunday
CRD
5655059
Firm
Garcia Hamilton & Associates LP
Record basis
Form ADV officer listing
Firm bio
garciahamiltonassociates.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Garcia Hamilton identifies Kevin Lunday as a partner and chief operating officer. Official firm biography

Common questions

Where does James Lunday work?

James Lunday has been Partner, Chief Operating Officer of Garcia Hamilton & Associates LP since January 2009.

Source: Form ADV, Schedule A, filed 30 March 2026

Leadership at Garcia Hamilton & Associates

Sources

  1. IAPD individual lookup, CRD 5655059. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Garcia Hamilton & Associates LP, filed 30 March 2026. Title, control and ownership bands.
  3. Garcia Hamilton & Associates team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with James Lunday or Garcia Hamilton & Associates LP and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.