# LBJ Family Wealth Advisors, Ltd.

> LBJ Family Wealth Advisors, Ltd. is an SEC-registered investment advisory firm in Austin, TX, registered since 2005, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 129701
- Filed as: LBJ FAMILY WEALTH ADVISORS, LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/129701
- AdvisorCensus page: https://advisorcensus.com/firm/lbj-family-wealth-advisors-ltd-austin-tx-129701

## Quick answers

**How is LBJ Family Wealth Advisors, Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), LBJ Family Wealth Advisors, Ltd. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is LBJ Family Wealth Advisors, Ltd. located?**
LBJ Family Wealth Advisors, Ltd.'s principal office is in Austin, TX, according to its Form ADV.

**Is LBJ Family Wealth Advisors, Ltd. registered with the SEC or a state?**
LBJ Family Wealth Advisors, Ltd. is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 129701.

**How much does LBJ Family Wealth Advisors, Ltd. manage?**
LBJ Family Wealth Advisors, Ltd. reports $388,847,133 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**How have LBJ Family Wealth Advisors, Ltd.'s assets and staff changed since 2021?**
In the Form ADV data for LBJ Family Wealth Advisors, Ltd.: Regulatory assets under management: $320,223,179 in the October 2021 data and $388,847,133 in the October 2026 data, up 21%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does LBJ Family Wealth Advisors, Ltd. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (67); individuals (other than high net worth individuals) (11); corporations or other businesses not listed above (11).

**Which custodians does LBJ Family Wealth Advisors, Ltd. use?**
LBJ Family Wealth Advisors, Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does LBJ Family Wealth Advisors, Ltd. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/129701

**What changed in LBJ Family Wealth Advisors, Ltd.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $348,929,579 to $388,847,133 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $388,847,133
- Discretionary: $388,847,133
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $2,982,829 |
| High net worth individuals | 67 | $314,916,685 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $104,517 |
| Charitable organizations | 2 | $6,926,555 |
| State or municipal government entities (including government pension plans) | 1 | $7,784,041 |
| Corporations or other businesses not listed above | 11 | $56,132,506 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2005 (21 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lbjadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $320,223,179 | 2 | April 9, 2021 |
| October 2022 | $361,182,830 | 2 | February 8, 2022 |
| October 2023 | $300,978,057 | 2 | February 15, 2023 |
| October 2024 | $318,612,088 | 2 | May 21, 2024 |
| October 2025 | $348,929,579 | 2 | February 26, 2025 |
| October 2026 | $388,847,133 | 2 | February 9, 2026 |

Regulatory assets under management: $320,223,179 in the October 2021 data and $388,847,133 in the October 2026 data, up 21%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $348,929,579 to $388,847,133 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LBJ Family Wealth Advisors, Ltd. (CRD 129701): Form ADV filing data as of October 2026.