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FAMILY DYNASTY ADVISORS LLC
CRD 297082 · SEC 801-127497
4601 S. LOOP 289 SUITE 7, LUBBOCK, TX, 79424, United States
Phone
806-993-7023
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$52.3M
Discretionary AUM
$51.3M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 179 | $11.5M |
| High net worth individuals | 178 | $39.7M |
| Investment companies | 1 | $0 |
| Pension/profit sharing plans | 10 | $1.1M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD