LKCM Funds

What LKCM Funds does

LKCM Funds is a family of six SEC-registered mutual funds — LKCM Equity Fund (LKEQX), LKCM Small Cap Equity Fund (LKSCX), LKCM Balanced Fund (LKBAX), LKCM Fixed Income Fund (LKFIX), LKCM Small-Mid Cap Equity Fund (LKSMX), and LKCM International Equity Fund (LKINX) — sponsored and managed by Luther King Capital Management Corporation, an investment adviser founded in 1979 by J. Luther King, Jr. The funds employ a comprehensive investment approach grounded in proprietary research capabilities, targeting superior risk-adjusted returns over a market cycle across U.S. equity, balanced, fixed income, and international equity strategies. The fund family was established in 1994 and operates with 1-10 employees.

LKCM Funds generates revenue through management fees on assets under management across its six offerings. Distribution occurs through financial adviser relationships, direct mail and wire investments, and the official distributor Quasar Distributors, LLC, with the funds available exclusively to U.S. investors. The customer base is segmented into high net worth individuals (primary) and institutional investors (foundations, endowments, pension and profit-sharing plans, and trusts). Pricing is disclosed via statutory and summary prospectuses, with a 1.00% redemption fee applied to shares held fewer than 30 days; specific management fee tiers and expense ratios are not publicly disclosed. The firm maintains no app, no public API, and no disclosed digital technology stack beyond a content-driven marketing website.

Name

LKCM Funds

Legal name

LKCM Funds

Website

https://lkcmfunds.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

1–10 employees

Short description

LKCM Funds is a family of six SEC-registered mutual funds (equity, balanced, fixed income, small-cap, small-mid cap, international) sponsored by Luther King Capital Management Corporation, serving high net worth individuals and institutional investors in the United States through financial advisers and direct distribution.

Ownership category

akta.pro rank

Product category

Asset Management - Mutual Funds

NAICS

Open-End Investment Funds (525910), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Fixed Income Mutual Funds (FSAAAEAB)

Keywords

• Mutual fund management
• Investment management services
• Equity fund offerings
• Fixed income funds
• Asset management

Headquarters

HQ city

Milwaukee

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Mutual Fund Management Fees: LKCM Funds generates revenue through management fees charged to investors in its family of mutual funds. Luther King Capital Management serves as the sponsor and investment adviser, earning fees based on assets under management across six fund offerings: LKCM Equity Fund, LKCM Small Cap Equity Fund, LKCM Balanced Fund, LKCM Fixed Income Fund, LKCM Small-Mid Cap Equity Fund, and LKCM International Equity Fund.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels1 record

Core offering

LKCM Funds is a 1994-established family of six SEC-registered mutual funds sponsored and advised by Luther King Capital Management Corporation (founded 1979). The funds span equity, small-cap, small-mid cap, balanced, fixed income, and international equity strategies, managed through a proprietary research-driven approach that targets superior risk-adjusted returns over a market cycle. The funds are distributed in the United States solely by Quasar Distributors, LLC and are available to U.S. investors only.

Product overview

LKCM Funds is a family of six mutual funds offered by Luther King Capital Management, a registered investment adviser founded in 1979. The fund family includes three equity-focused funds (LKCM Equity Fund, LKCM Small Cap Equity Fund, and LKCM Small-Mid Cap Equity Fund), one balanced fund (LKCM Balanced Fund), one fixed income fund (LKCM Fixed Income Fund), and one international equity fund (LKCM International Equity Fund). These funds are distributed by Quasar Distributors, LLC and are available to U.S. investors only. The investment approach incorporates proprietary research capabilities aimed at achieving superior returns over a market cycle commensurate with each fund's objectives and risk profile.

Differentiator

Problem solved

Functional benefit

Brands

• LKCM Equity Fund: Large-cap equity mutual fund with ticker LKEQX, focused on achieving superior returns over a market cycle.
• LKCM Small Cap Equity Fund
• LKCM Balanced Fund
• LKCM Fixed Income Fund
• LKCM Small-Mid Cap Equity Fund
• LKCM International Equity Fund

Products and services

• LKCM Equity Fund A growth-oriented equity mutual fund (ticker LKEQX) that invests in stocks of large and mid-sized companies, seeking superior returns over a market cycle. Available to U.S. investors.
• LKCM Small Cap Equity Fund A small-cap equity mutual fund (ticker LKSCX) that invests in small-capitalization stocks, targeting capital appreciation by selecting companies with growth potential. Available to U.S. investors.
• LKCM Balanced Fund A balanced mutual fund (ticker LKBAX) that combines stocks and bonds to provide both growth and income, with a moderate risk profile. Available to U.S. investors.
• LKCM Fixed Income Fund A fixed income mutual fund (ticker LKFIX) that invests in fixed income securities, seeking current income while preserving capital. Available to U.S. investors.
• LKCM Small-Mid Cap Equity Fund A small-to-mid cap equity mutual fund (ticker LKSMX) that invests in both small and medium capitalization stocks, seeking long-term capital appreciation. Available to U.S. investors.
• LKCM International Equity Fund An international equity mutual fund (ticker LKINX) that invests in stocks of international companies across developed and emerging markets, seeking capital appreciation through global diversification. Available to U.S. investors.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Quasar Distributors, LLCcoreChannel Partner/ Reseller/ DistributorQuasar Distributors, LLC serves as the official distributor of LKCM Funds. They handle the distribution and sale of fund shares to investors in the United States.

Scale indicators1 record

Recent moves3 records

Expansion highlights3 records

Broad incumbents

• Columbia Threadneedle Investments: A multi-strategy active mutual fund complex serving U.S. advisers and institutional clients — overlapping with LKCM in equity, fixed income, and international offerings.
• Vanguard: The largest U.S. mutual fund and ETF provider; competes directly with LKCM in adviser-sold and direct channels and exerts structural fee pressure on active managers.
• T. Rowe Price: A large, established mutual fund complex with broad multi-asset offerings distributed through advisers and institutional channels — a scaled incumbent operating in the same space as LKCM.
• Fidelity Investments: A dominant U.S. mutual fund and ETF sponsor with extensive equity, fixed income, balanced, and international offerings — a broad incumbent overlapping with LKCM's product set.

Emerging players

• Dimensional Fund Advisors: A research-driven, adviser-distributed fund sponsor with systematic and factor-based strategies — comparable to LKCM in its research-based differentiation and adviser-led go-to-market, though with a more quantitative orientation.

Direct peers

• Ariel Investments: A U.S. active equity mutual fund sponsor with a focus on small- and mid-cap strategies — directly comparable to LKCM's Small Cap and Small-Mid Cap equity funds.
• Dodge & Cox Funds: A privately owned, multi-fund U.S. mutual fund family with a long-tenured, research-driven active approach — closely comparable to LKCM's research-centric, multi-fund, adviser-distributed platform.
• Hartford Funds: A multi-asset U.S. mutual fund family distributed through advisers and intermediaries — comparable in product breadth and distribution model to LKCM's six-fund shelf.
• Oakmark Funds: A value-oriented, adviser-distributed U.S. mutual fund family with a similar research-driven, multi-fund active equity strategy — closely comparable to LKCM's equity-led approach.
• American Funds: A large, multi-strategy U.S. mutual fund family distributed primarily through financial advisers — the most direct comparability to LKCM's adviser-led, multi-asset fund family model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LKCM Funds