LBJ Family Wealth Advisors, Ltd.

RIASEC Registered

Total AUM

$389M

Discretionary

$389M

100% of AUM

Avg account

$4.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 129701
Registered since: July 15, 2005
Website: www.lbjadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI80.99%
Corporations / Businesses14.44%
State / Municipal Government2%
Charitable Organizations1.78%
Individuals0.77%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

LBJ Family Wealth Advisors, Ltd. is an independent, limited-partnership wealth advisory firm that is registered with the SEC (registered in 2005). The firm serves both high-net-worth individuals and families as well as institutional clients and positions itself as a capital allocator, combining financial planning with discretionary portfolio management across individual accounts and pooled investment vehicles. Fee arrangements include AUM-based fees, fixed fees and other structures. Reported advisory activities include financial planning and portfolio management for individuals, small businesses, institutions and pooled vehicles. The firm does not identify as an active ESG investor.