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David Michael Lehmann

Luther King Capital Management Corp.

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About David Michael Lehmann

David Lehmann is a financial professional with over 20 years of experience in the financial services industry. He currently works as a registered investment advisor representative for Luther King Capital Management Corp. in Fort Worth, TX. Previously, David worked for Lehman Brothers Inc. and Salomon Smith Barney Inc. in New York, NY. David has a Series 7 and Series 63 license and holds the Chartered Financial Analyst designation. David is registered as an investment advisor representative in Texas.

Firm Information

David Lehmann is currently registered with Luther King Capital Management Corp.. Luther King Capital Management Corp. is an investment advisor headquartered in Fort Worth, Texas. The firm provides a variety of investment advisory services to individuals, businesses, and institutions. These services include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also offers investment consulting services, financial planning, and other advisory services. As of 2023, the firm manages approximately $30.5 billion in assets.
Luther King Capital Management Corp.

301 COMMERCE STREET

FORT WORTH, TX 76102

$30.49B

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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investment consulting services/non-discretionary investment advice

Investment consulting services/non-discretionary investment advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Lehmann’s Registration & Firm History

TX

06/26/2013 - Present

Luther King Capital Management Corp. (FORT WORTH TX)

NY

04/16/2001 - 07/29/2003

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

01/27/1999 - 04/19/2000

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/16/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Michael Lehmann.
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