Data / Investment advisers / Texas / LBJ Family Wealth Advisors, LTD.
LBJ Family Wealth Advisors, LTD., Austin, TX: $389 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
LBJ Family Wealth Advisors, LTD. is an SEC registered investment adviser with its main office in Austin, Texas and reports $389 million in regulatory assets under management in its Form ADV filed February 9, 2026. Its clients include high net worth individuals, corporations and other businesses and state and municipal governments. It is paid through a percentage of assets under management, fixed fees and other fees. It advises 2 private funds.
The request: Watch LBJ Family Wealth Advisors, LTD. (CRD number 129701): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 129701
- SEC file number
- 801-64374
- SEC status
- Approved, effective July 15, 2005
- Main office
- 3800 North Lamar Suite 200, Austin, TX 78756
- Phone
- (512) 457-5000
- Website
- lbjadvisors.com
- Regulatory AUM
- $388,847,133 in the Form ADV filed February 9, 2026
- Discretionary AUM
- $388,847,133
- Accounts
- 94
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Private funds
- 2: 2 private equity funds
- Gross assets of private funds
- $60,749
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 67 | $314.9 million |
| Corporations or other businesses | 11 | $56.1 million |
| State or municipal government entities | 1 | $7.8 million |
| Charitable organizations | 2 | $6.9 million |
| Individuals (other than high net worth individuals) | 11 | $3 million |
| Pooled investment vehicles | 2 | $104,517 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $388.8 million | February 9, 2026 |
| December 1, 2025 | $348.9 million | September 29, 2025 |
Other advisers in Austin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Greenridge Growth Partners | Austin | $408.8 million | 4 | adviserinfo.sec.gov |
| Erben Associates, LLC | Austin | $402.5 million | Not listed | adviserinfo.sec.gov |
| Pioneer Wealth Management Group | Austin | $399.2 million | Not listed | adviserinfo.sec.gov |
| Stonecrest Advisors, Inc. | Austin | $398.8 million | Not listed | adviserinfo.sec.gov |
| Nixon Capital LLC | Austin | $389.9 million | 1 | adviserinfo.sec.gov |
| Ironbridge Private Wealth, LLC | Austin | $379.7 million | Not listed | adviserinfo.sec.gov |
| KM Capital Management, LTD. | Austin | $374.4 million | Not listed | adviserinfo.sec.gov |
| Redbud Advisors | Austin | $367.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Austin, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- LBJ Family Wealth Advisors, LTD. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.