SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
LBJ Family Wealth Advisors, Ltd.
Austin, TX
CRD 129701
Firm filing updated February 9, 2026 ·
- $388.8MAssets
- 94Clients
- 2Advisory staff
- 94Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals67
- Individuals11
- Corporations or other businesses11
- Pooled vehicles2
- Charities2
- and 1 more1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 11 | $3.0 million |
| High net worth individuals | 67 | $314.9 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $104,517 |
| Charitable organizations | 2 | $6.9 million |
| State or municipal government entities (including government pension plans) | 1 | $7.8 million |
| Corporations or other businesses not listed above | 11 | $56.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$388.8 million
- Accounts94
- DiscretionaryAll accounts
People
- Employees2
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients51 to 100
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 129701, SEC file 801-64374.
- Registered with the SEC as an investment advisor (status date on record: July 15, 2005).
Is LBJ Family Wealth Advisors, Ltd. a fiduciary?
Short answer: LBJ Family Wealth Advisors, Ltd. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.