A complete list of active advisors currently associated with LBJ Family Wealth Advisors, Ltd.

Warmer can help you find a great advisor at LBJ Family Wealth Advisors, Ltd. or one who fits your needs even better.

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.

To learn more about the advisors currently working at LBJ Family Wealth Advisors, Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.