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LBJ FAMILY WEALTH ADVISORS, LTD.
CRD 129701File 801-64374
APPROVED
Retail clients
Custody
Filing as of Feb 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$388.8M
Below cohort median (national)
Discretionary AUM
$388.8M
Clients
94
94 accounts
Employees
2
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 15, 2005
- Principal office
- 3800 NORTH LAMAR, SUITE 200, AUSTIN, TX, 78756
- Phone
- 512-457-5000
- Website
- HTTP://WWW.LBJADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $388.8M
- Discretionary AUM
- $388.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 94
- Non-discretionary accounts
- 0
- Total accounts
- 94
- AUM per client
- $4.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $56.1M |
| Charitable organizations | 2 | $6.9M |
| High net worth individuals | 67 | $314.9M |
| Pooled investment vehicles | 2 | $105K |
| State or municipal government entities | 1 | $7.8M |
| Individuals (other than high net worth individuals) | 11 | $3.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — BASED ON A PERCENTAGE OF REVENUES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 89 | 94 | increased by5 |
| Mar 1, 2026 | AUM | $348,929,579 | $388,847,133 | increased by$39,917,554 |
| Mar 1, 2026 | Accounts | 89 | 94 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 90 | 89 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $361,182,830 | $348,929,579 | decreased by$12,253,251 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 90 | 89 | decreased by1 |
| Feb 1, 2022 | Clients | 77 | 90 | increased by13 |
| Feb 1, 2022 | AUM | $320,223,179 | $361,182,830 | increased by$40,959,651 |
| Feb 1, 2022 | Accounts | 77 | 90 | increased by13 |
| May 1, 2021 | Employees | 3 | 2 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LBJ FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LBJ FAMILY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.