LBJ Family Wealth Advisors, Ltd.
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
FINTRXOverview
LBJ Family Wealth Advisors, Ltd. is a limited partnership operating as an independent registered investment adviser. The firm has been SEC-registered since 2005 and describes itself as a capital allocator that serves both individual/family and institutional clients. Its advisory services span financial planning and discretionary portfolio management for individuals, small businesses, pooled investment vehicles, and institutional clients. Fee arrangements include percentage-of-assets, fixed fees and other fee structures. The firm does not identify as an active ESG investor and does not report multi-state or pension-consulting status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Faith Vincent
Chief Compliance Officer / Chief Investment OfficerCRD 2684783
Contacts
3 of 3Ian Turpin
President and Co-OwnerCRD 4963360
Luci Johnson
FounderCRD 4963358
Willyn Wahl
Vice President, ControllerCRD 4963366
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$199M in ETFs
100%
$199M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $45.9M | 376,386 | 23.05% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 3800 N Lamar Blvd
- Time zone
- CT (UTC-6)
- Office locations
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