LBJ FAMILY WEALTH ADVISORS, LTD.

RIASEC RegisteredEst. 2005

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 registered investment adviser organized as a limited partnership and SEC-registered since 2005. The firm serves individuals, families and institutional clients and functions as a capital allocator, blending liquid public-market exposure with allocations to third-party alternative managers. Its advisory scope includes financial planning and discretionary portfolio management across individual accounts, pooled vehicles and institutional mandates. Equity exposure is the dominant orientation in client portfolios, with the firm not positioning itself as an active ESG investor. Fee arrangements at LBJ Family Wealth Advisors, Ltd. include percentage-of-AUM schedules alongside fixed fees and other structures. The firm reports multi-product portfolio management capabilities and runs small private funds alongside client accounts, indicating a mix of in-house and outsourced solutions to meet client objectives.