Michael David Caffey
Investment adviser representative at Family Dynasty Advisors LLC
17 yearsExperience
1 stateRegistered in
$52.3MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Family Dynasty Advisors LLCMar 2018 to now
- Plainscapital Bank Wealth ManagementMar 2009 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Family Dynasty Advisors LLC
$52.3MAssets managed
368Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2964656
- Firm CRD
- 297082