Dyer Robertson & Lamme Inc. (Houston)

Dyer Robertson & Lamme Inc. is a large advisory firm based in Houston. It manages $310.81 million of regulatory assets for 148 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Dyer Robertson & Lamme provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dyer Robertson & Lamme: assets under management

The assets under management (AUM) of Dyer Robertson & Lamme Inc. is $310.81 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $310.81 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.1 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dyer Robertson & Lamme Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Dyer Robertson & Lamme Inc.

Pat Taylor Dyer has been acting as President since 1 Jun 1985. Thomas Michael Motter has served as the Chief Investment Officer since 1 Mar 2007. Christopher Lykes Knapp joined the executive team most recently as the Vice President, Secretary, And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Lindas Lamme	Vice president & treas.	1 May 1985	Other	4442060
Pat Taylor Dyer	President	1 Jun 1985	25% - 50%	4442053
John Edward Robertson	Vice president	1 Jun 1985	Other	4442059
Brent Barnetts	Investment committee member and portfolio manager	1 Jan 1999	Other	2947958
Brent Barnett	Portfolio manager	1 Jan 1999	Other	2947958
Steven Douglas Baker	Investment committee member and portfolio manager	1 Jan 2001	Other	4442067
Timothy Lawrence Dwight	Investment committee member and portfolio manager	1 Jan 2001	Other	4442064
Mark Stuart Wadlington	Investment committee member	1 Feb 2002	Other	2084750
Timothy Joris Lootens	Portfolio manager	1 Dec 2004	Other	4908918
Benjamin Wu Tang	Portfolio manager	1 Dec 2004	Other	4917692
Christopher Lykes Knapp	Vice president, secretary, and chief compliance officer	1 Mar 2007	Other	4295082
Thomas Michael Motter	Chief investment officer	1 Mar 2007	Other	722837
Chilton Capital Management Lp	100% shareholder	1 Mar 2007	75% - 100%	104592
David Milton Underwood	President	1 Mar 2007	Other	2467709

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Christopher Lykes Knapp	Member	1 Jan 1998	25% - 50%	4295082
Alfred John Knapp	Member	1 Jan 1998	25% - 50%	4295085
Llc Knapp Brothers	Member	1 Mar 2007	50% - 75%	76-0570057

Based in Houston

The principal office where Dyer Robertson & Lamme Inc. performs its advisory services is located at 1177 West Loop South, Houston, TX 77027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (713) 650-1995 or by fax (713) 650-1739. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.