TEXAS FAMILY WEALTH, LLC

Overview

Texas Family Wealth, LLC is an independent registered investment adviser that serves individual and family clients with a fee model built on a percentage of AUM plus fixed fees. The firm’s advisory scope includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its practice is heavily discretionary: most client assets are managed under discretionary mandates, which supports a hands-on portfolio implementation and rebalancing approach. Investment activity is centered on pooled public funds—mutual funds make up the single largest holding category—and the firm supplements those exposures with allocations to hedge funds as a source of alternative diversification. Texas Family Wealth is not positioned as a capital allocator; instead it relies on third‑party managers and funds to deliver specialty strategies. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices