LBJ Family Wealth Advisors, Ltd.

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Client assets under management

$317,899,514

Clients

86% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$4,075,635

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

Financial planning Portfolio management

Expertise

Wealth management Private / alternative investments Real estate investing Multi-generational wealth transfer

Fee options

Fixed

Negotiated flat fees for specific management services and limited partnerships

Percentage

Up to 0.25% per quarter (equivalent to up to 1.00% annually), fees are negotiable and may vary by client

Other

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 location

LBJ Family Wealth Advisors, Ltd.

3800 North Lamar, Suite 200

Austin TX 78756, United States

Number of offices

Most active in

Colorado · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 512-457-5000

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.

Wealth management Private / alternative investments Real estate investing Multi-generational wealth transfer

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.

Wealth management Private / alternative investments Real estate investing Multi-generational wealth transfer

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