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Tobin Rice Calvert

Luther King Capital Management Corp.

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About Tobin Rice Calvert

Tobin Calvert is a registered Investment Advisor Representative in Texas. Tobin is currently employed by Luther King Capital Management Corp. in Fort Worth, TX. Tobin has been with Luther King Capital Management Corp. since March 2011. Previously, Tobin worked at SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED in New York, NY.

Firm Information

Tobin Calvert 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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Tobin Calvert’s Registration & Firm History

TX

05/10/2011 - Present

Luther King Capital Management Corp. (FORT WORTH TX)

NY

06/10/1994 - 10/16/1996

SMITH BARNEY INC. (NEW YORK NY)

NJ

09/13/1988 - 05/23/1990

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NY

06/10/1986 - 10/08/1988

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/07/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/04/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/09/1994

Series 7 - General Securities Representative Examination

BC

Issued 10/28/1987

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tobin Rice Calvert.
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