Juan A. Landa

LUTHER KING CAPITAL MANAGEMENT

SAN ANTONIO, TX 78209

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CRD#: 4899993

Professional summary

Juan Antonio Landa is a registered financial advisor currently at LUTHER KING CAPITAL MANAGEMENT CORPORATION located in San Antonio, Texas.

Juan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Juan has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juan Antonio Landa's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 7, 2022 - Present

LUTHER KING CAPITAL MANAGEMENT CORPORATION

Office #1: 5121 Broadway, San Antonio, TX 78209

RIA

CRD#: 110093

SAN ANTONIO, TX

Past

September 13, 2017 - January 10, 2022

AVALON WEALTH MANAGEMENT LLC

CRD#: 162745

San Antonio, TX

Past

December 26, 2016 - January 10, 2022

AVALON INVESTMENT & ADVISORY

RIA

CRD#: 112556

San Antonio, TX

Past

February 8, 2005 - December 27, 2016

MATTERHORN CAPITAL MANAGEMENT, LLC

RIA

CRD#: 133766

SAN ANTONIO, TX

Past

December 3, 2004 - March 4, 2005

SOUTH TEXAS MONEY MANAGEMENT, LTD.

RIA

CRD#: 112188

SAN ANTONIO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LUTHER KING CAPITAL MANAGEMENT CORPORATION

KING LUTHER CAPITAL MANAGMENT CORP ADV | LUTHER KING CAPITAL MANAGEMENT CORPORATION

CRD#: 110093 / SEC#: 801-14458

RIA

Registered Investment Advisory firm - (3/15/1979 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/7/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/31/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/5/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/13/2017

General Securities Representative Examination

Current Firm

LUTHER KING CAPITAL MANAGEMENT CORPORATION

KING LUTHER CAPITAL MANAGMENT CORP ADV | LUTHER KING CAPITAL MANAGEMENT CORPORATION

CRD#: 110093 / SEC#: 801-14458

RIA

Registered Investment Advisory firm - (3/15/1979 Approved)

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Contact information

Main Address

301 Commerce Street Suite 1600, Fort Worth, TX 76102

Mailing Address

Phone number

(817) 332-3235

Established

Firm type

Fiscal year end

# of Employees

105

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LKCM FORM ADV PART 2A (6-30-2025) (6/27/2025)

Regulatory assets under management

Total Number of Accounts	3,608
AUM (Assets Under Management)	$ 30,147,517,560

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/20/2024	Cover Page	Report
08/11/2023	Cover Page	Report
12/09/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Juan A. Landa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juan Antonio Landa's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVALON WEALTH MANAGEMENT LLC

AVALON INVESTMENT & ADVISORY

MATTERHORN CAPITAL MANAGEMENT, LLC

SOUTH TEXAS MONEY MANAGEMENT, LTD.

Primary Firm SEC Registration

LUTHER KING CAPITAL MANAGEMENT CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 10/31/2017

Series 65

Date: 10/5/2004

SIE

Date: 10/1/2018

Series 7

Date: 9/13/2017

Current Firm

LUTHER KING CAPITAL MANAGEMENT CORPORATION

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LUTHER KING CAPITAL MANAGEMENT CORPORATION

TRUST BUT VERIFY

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