LBJ FAMILY WEALTH ADVISORS, LTD.

CRD 129701File 801-64374

APPROVED

Retail clients

Custody

Filing as of Feb 9, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$388.8M

Below cohort median (national)

Discretionary AUM

$388.8M

Clients

94 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.