LBJ Family Wealth Advisors, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$317,899,514
Clients
78
Advisors
2
of 2 employees
About
LBJ Family Wealth Advisors provides investment supervisory and asset-management services to high-net-worth families and individuals, their trusts and charitable organizations, as well as corporations, estates and certain state or municipal entities. The firm also advises and manages operating assets and alternative holdings, including limited partnerships and private investment funds.
The firm works with each client to develop a personalized Investment Policy Statement and target asset allocation overseen by an internal Investment Committee, using third-party modeling and simulations to set allocation ranges. For marketable securities the firm typically implements core exposure through index mutual funds and ETFs, while it either manages operations or coordinates with external managers for private equity, real estate and other alternative investments to present a consolidated view of total wealth.
Founded to serve the LBJ family, the adviser now manages roughly $388.8 million in discretionary client assets and serves in roles that are uncommon among peers, including acting as general partner of several limited partnerships and advising private pooled vehicles. The firm discloses custody of private partnership assets in its role as general partner, conducts administrative partnership management and accounting under negotiated arrangements, and undergoes an annual PCAOB-registered audit for those custody functions.
Client services
Expertise
Fee options
Negotiated flat fees for specific management services and limited partnerships
Up to 0.25% per quarter (equivalent to up to 1.00% annually), fees are negotiable and may vary by client
Account minimum: $10,000,000 for new clients (with some exceptions for certain clients and employees) Fee-only: Flat fees charged for specific management services such as partnership management and accounting services, negotiated per client
Main office
3800 North Lamar, Suite 200
Austin TX 78756
Advisors at this office
2
Most active in
Colorado · Texas
Also doing business as
Lbj Asset Management Partners, Ltd. · Lbj Asset Mangement Partners · Lbj Asset Mangement Partners, Ltd. · Lbj Family Wealth Advisors, Ltd.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Faith V
Series 63, Series 65
Austin, TX
LBJ Family Wealth Advisors, Ltd.
Faith Vincent is a financial advisor at LBJ Family Wealth Advisors, Ltd. in Austin, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with LBJ Family Wealth Advisors and its predecessor firm since 2003. Vincent also serves as vice president of various investment and non-investment related limited partnerships and limited liability companies through management agreements. LBJ Family Wealth Advisors provides investment supervisory and asset-management services to high-net-worth families, individuals, trusts, charitable organizations, corporations, estates, and certain public entities. The firm develops personalized investment policies and target allocations, combining core market exposures with management of private equity, real estate, and alternative investments, while acting in uncommon roles such as general partner in limited partnerships.
Willyn W
Series 65
Austin, TX
LBJ Family Wealth Advisors, Ltd.
Willyn Wahl is a financial advisor at LBJ Family Wealth Advisors, Ltd. in Austin, TX, holding a Series 65 designation with 20 years of industry experience. He has been with LBJ Family Wealth Advisors since 2003. Wahl also serves as vice president and controller for various investment and non-investment related limited partnerships and limited liability companies through management agreements. LBJ Family Wealth Advisors provides investment supervisory and asset-management services to high-net-worth families, individuals, trusts, charitable organizations, corporations, estates, and certain public entities. The firm develops personalized Investment Policy Statements and manages diversified portfolios that include marketable securities as well as alternative investments such as private equity and real estate.
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