Lbj Family Wealth Advisors, Ltd. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Austin, TX. Its latest Form ADV filing, dated February 9, 2026, reports $389M in regulatory assets under management, 2 employees, and 94 accounts.
Assets Under Management
$389M
Employees
2
Offices
--
Total Clients
94
Primary office
AUSTIN, TX
3800 NORTH LAMAR, SUITE 200, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.3% of total clients.
Top client categories% of clientsClients
1
HNWI
71.3%
67
2
Individuals
11.7%
11
3
Corporations
11.7%
11
4
Pooled Investment Vehicles
2.1%
2
5
Charitable
2.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$389Mas of February 9, 2026
Discretionary100.0%
$389M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$389M
Total Accounts94
10Y AUM Change+$113M (+40.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee47:1
10Y Employee Change-2 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.