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LBJ FAMILY WEALTH ADVISORS, LTD.
CRD 129701 · SEC 801-64374
3800 NORTH LAMAR, SUITE 200, AUSTIN, TX, 78756, United States
Phone
512-457-5000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$388.8M
Discretionary AUM
$388.8M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; BASED ON A PERCENTAGE OF REVENUES
Org form
Limited Partnership
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $3.0M |
| High net worth individuals | 67 | $314.9M |
| Pooled investment vehicles | 2 | $105K |
| Charitable organizations | 2 | $6.9M |
| State/municipal entities | 1 | $7.8M |
| Corporations/business entities | 11 | $56.1M |
States served
CO, TX
All web addresses on file
Official SEC filing: View on IAPD