Palmer Lummis has been Chief Compliance Officer/General Partner/President of Lamco Capital, LLC of Lummis Asset Management since September 1998, is a control person of the firm and directly owns under 5% of it. Palmer Lummis holds a BBA from Southern Methodist University and an MBA from the University of Texas at Austin.
Lummis Asset Management, L.P. is a Fort Worth, TX firm with $210M under management, 43 clients and 1 adviser in one office, as of its April 2026 filing.
Brad Lummis is Executive Director and Chief Portfolio Manager of Lummis Asset Management, L.P. He is the founder of LAMCO Capital LLC. He started his career with Fort Worth National Bank in 1979 and later served as Senior Vice President, Secretary & Treasurer of Mrs Baird's Bakeries until its sale in 1998.
- – present · 23 yearsFort Worth, TX · Adviser representative · Firm CRD 114357
Professional designations
Listed by Lummis Asset Management
- Certified Public Accountant
Investment adviser representative registrations
Palmer Lummis is registered as an investment adviser representative in Texas, since January 2003.
- TexasSince 7 January 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 5 October 1998 |
- Name
- General Securities Representative Examination
- Full name
- Palmer Bradley Lummis
- CRD
- 3144187
- Firm
- Lummis Asset Management · CRD 114357
- Role
- Chief Compliance Officer/General Partner/President of Lamco Capital, LLC
- Office
- 301 COMMERCE STREET, SUITE 1900, Fort Worth, TX 76102
- Registration
- Investment adviser registration
- In the industry since
- January 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lamcocapital.com
Where does Palmer Lummis work?
Palmer Lummis has been Chief Compliance Officer/General Partner/President of Lamco Capital, LLC of Lummis Asset Management, L.P. since September 1998, and is a control person of the firm.
Is Palmer Lummis a financial advisor?
Yes. Palmer Lummis has a current investment-adviser registration in Texas, through Lummis Asset Management since January 2003.
How many years of experience does Palmer Lummis have?
Palmer Lummis has 23 years in the financial industry, since January 2003, across 1 adviser firm.
What exams has Palmer Lummis passed?
Palmer Lummis passed the Series 7 in October 1998.
Where is Palmer Lummis based?
Palmer Lummis’ registered office is in Fort Worth, TX.
Is Palmer Lummis registered with FINRA?
No. Palmer Lummis has no current broker registration.
How can I verify Palmer Lummis’ record?
Search CRD 3144187 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Palmer Lummis’ full registration record.