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FAMILY DYNASTY ADVISORS LLC
CRD 297082File 801-127497
APPROVED
Retail clients
Filing as of Feb 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$52.3M
Bottom 25% of cohort (national)
Discretionary AUM
$51.3M
Non-discretionary $966K
Clients
368
199 accounts
Employees
3
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 20, 2023
- Principal office
- 4601 S. LOOP 289 SUITE 7, LUBBOCK, TX, 79424
- Phone
- 806-993-7023
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $52.3M
- Discretionary AUM
- $51.3M
- Non-discretionary AUM
- $966K
- Discretionary accounts
- 196
- Non-discretionary accounts
- 3
- Total accounts
- 199
- AUM per client
- $142K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $0 |
| High net worth individuals | 178 | $39.7M |
| Pension and profit sharing plans | 10 | $1.1M |
| Individuals (other than high net worth individuals) | 179 | $11.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- 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 |
|---|---|---|---|
| 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.