Family Dynasty Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lubbock, TX. Its latest Form ADV filing, dated February 17, 2026, reports $52M in regulatory assets under management, 3 employees, and 199 accounts.
Assets Under Management
$52M
Employees
3
Offices
--
Total Clients
368
Primary office
LUBBOCK, TX
4601 S. LOOP 289 SUITE 7, LUBBOCK, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 48.6% of total clients.
Top client categories% of clientsClients
1
Individuals
48.6%
179
2
HNWI
48.4%
178
3
Pension Plans
2.7%
10
4
Investment Cos.
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$52Mas of February 17, 2026
Discretionary98.2%
$51M
98% of total RAUM98.2%
Non-discretionary1.8%
$966K
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$52M
Total Accounts199
10Y AUM Change+$12M (+30.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee123:1
10Y Employee Change-2 (-40.0%)
* 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.