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Marcus Smith

Partner at Garcia Hamilton & Associates

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

Marcus Smith is Partner of Garcia Hamilton & Associates LP, a Houston investment adviser.

Role at Garcia Hamilton & Associates

Title on Schedule A
Partner
Control
Marcus Smith is not a control person of Garcia Hamilton & Associates.
Ownership
An individual ownership band is not available in the source record.
Tenure
Marcus Smith has held the filed role since December 2021.

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 17 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 Marcus Smith 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
Marcus Smith
CRD
2483286
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 & Associates’ current people page identifies Marcus Smith as a Partner and Vice President of Marketing and Client Services. Official firm biography or team page

Common questions

Where does Marcus Smith work?

Marcus Smith has been Partner of Garcia Hamilton & Associates LP since December 2021.

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

Leadership at Garcia Hamilton & Associates

  • James Lunday
    Partner, Chief Operating Officer
  • Charlotte Castro
    Partner (jan 2026), Chief Compliance Officer, Director of HR
  • Ruby Dang
    Partner, Director of Marketing & Client Services
  • Connie Davis
    Partner
  • Mark Delaney
    Partner, Fixed Income Portfolio Manager
  • Jeffrey Detwiler
    Partner, Fixed Income Portfolio Manager
  • Morgan Doyle
    Partner
  • Yvette Duenas
    Partner
  • Don Elsenbrock
    Partner
  • Gilbert Garcia
    Managing Partner, Director of Fixed Income
  • Justo Gonzalez
    Partner
  • Diamonik Lunsford
    Partner, Deputy Client Relations Manager
  • Benjamin Monkiewicz
    Partner, Fixed Income Portfolio Manager
  • Gary Montgomery
    Partner
  • Karen Tass
    Partner, Fixed Income Portfolio Manager

Sources

  1. IAPD individual lookup, CRD 2483286. 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 17 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 Marcus Smith 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.