LBJ FAMILY WEALTH ADVISORS, LTD.
CRD #129701 SEC #801-64374 AUSTIN, TX 512-457-5000
SEC Registered Private Funds
Total AUM
$348.9M
Discretionary
$348.9M
Employees
2
Clients
51
Accounts
89
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $348.9M | $348.9M | $0 | 2 | 0 |
| Feb 2025 | $348.9M | $348.9M | $0 | 2 | 0 |
| May 2024 | $318.6M | $318.6M | $0 | 2 | 0 |
| Feb 2024 | $318.6M | $318.6M | $0 | 2 | 0 |
| Feb 2024 | $318.6M | $318.6M | $0 | 2 | 0 |
| Feb 2023 | $301M | $301M | $0 | 2 | 0 |
| Feb 2022 | $361.2M | $361.2M | $0 | 2 | 0 |
| Feb 2022 | $361.2M | $361.2M | $0 | 2 | 0 |
| Apr 2021 | $320.2M | $320.2M | $0 | 2 | 0 |
| Mar 2021 | $320.2M | $320.2M | $0 | 3 | 0 |
| Nov 2020 | $299.9M | $295.7M | $4.2M | 3 | 0 |
| Jul 2020 | $299.9M | $295.7M | $4.2M | 3 | 0 |
| Apr 2020 | $299.9M | $295.7M | $4.2M | 3 | 0 |
| Mar 2020 | $299.9M | $295.7M | $4.2M | 3 | 0 |
| Jul 2019 | $281M | $275.7M | $5.3M | 3 | 0 |
| Jun 2019 | $281M | $275.7M | $5.3M | 4 | 0 |
| Jun 2019 | $281M | $275.7M | $5.3M | 4 | 0 |
| Mar 2019 | $281M | $275.7M | $5.3M | 4 | 0 |
| Feb 2019 | $281M | $275.7M | $5.3M | 4 | 0 |
| Feb 2018 | $281M | $275.8M | $5.2M | 4 | 0 |
| Feb 2017 | $276M | $271.1M | $4.9M | 4 | 26 |
| Nov 2016 | $276.9M | $272M | $4.9M | 4 | 26 |
| Feb 2016 | $275.8M | $269.5M | $6.3M | 5 | 26 |
| Mar 2015 | $252.3M | $245.5M | $6.8M | 5 | 26 |
| Jun 2014 | $249.6M | $243M | $6.6M | 5 | 26 |
| Mar 2014 | $249.6M | $243M | $6.6M | 5 | 26 |
| Mar 2013 | $167.5M | $161.5M | $6M | 5 | 26 |
| Jan 2013 | $159M | $154M | $5M | 5 | 26 |
| Jul 2012 | $159M | $154M | $5M | 6 | 26 |
| Jul 2012 | $159M | $154M | $5M | 6 | 26 |
| Mar 2012 | $153M | $148.5M | $4.5M | 6 | 26 |
| May 2011 | $132.6M | $128M | $4.6M | 10 | -- |
| Mar 2011 | $132.6M | $128M | $4.6M | 10 | -- |
| Jul 2010 | $90M | $85.9M | $4.1M | 10 | -- |
| Jan 2010 | $89M | $85M | $4M | 10 | -- |
| Oct 2009 | $89M | $85M | $4M | 10 | -- |
| Feb 2009 | $79M | $75.5M | $3.5M | 10 | -- |
| Mar 2008 | $110M | $105M | $5M | 10 | -- |
| Jun 2007 | $120M | $115M | $5M | 10 | -- |
| Apr 2007 | $120M | $115M | $5M | 10 | -- |
| Mar 2007 | $120M | $115M | $5M | 10 | -- |
| Mar 2006 | $120.9M | $116.2M | $4.7M | 10 | -- |
| Jun 2005 | $117M | $113M | $4M | -- | -- |
| May 2005 | $117M | $113M | $4M | -- | -- |
DateSep 2025
Total AUM$348.9M
Discretionary$348.9M
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$348.9M
Discretionary$348.9M
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$318.6M
Discretionary$318.6M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$318.6M
Discretionary$318.6M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$318.6M
Discretionary$318.6M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$301M
Discretionary$301M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$361.2M
Discretionary$361.2M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$361.2M
Discretionary$361.2M
Non-Disc.$0
Employees2
Clients0
DateApr 2021
Total AUM$320.2M
Discretionary$320.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$320.2M
Discretionary$320.2M
Non-Disc.$0
Employees3
Clients0
DateNov 2020
Total AUM$299.9M
Discretionary$295.7M
Non-Disc.$4.2M
Employees3
Clients0
DateJul 2020
Total AUM$299.9M
Discretionary$295.7M
Non-Disc.$4.2M
Employees3
Clients0
DateApr 2020
Total AUM$299.9M
Discretionary$295.7M
Non-Disc.$4.2M
Employees3
Clients0
DateMar 2020
Total AUM$299.9M
Discretionary$295.7M
Non-Disc.$4.2M
Employees3
Clients0
DateJul 2019
Total AUM$281M
Discretionary$275.7M
Non-Disc.$5.3M
Employees3
Clients0
DateJun 2019
Total AUM$281M
Discretionary$275.7M
Non-Disc.$5.3M
Employees4
Clients0
DateJun 2019
Total AUM$281M
Discretionary$275.7M
Non-Disc.$5.3M
Employees4
Clients0
DateMar 2019
Total AUM$281M
Discretionary$275.7M
Non-Disc.$5.3M
Employees4
Clients0
DateFeb 2019
Total AUM$281M
Discretionary$275.7M
Non-Disc.$5.3M
Employees4
Clients0
DateFeb 2018
Total AUM$281M
Discretionary$275.8M
Non-Disc.$5.2M
Employees4
Clients0
DateFeb 2017
Total AUM$276M
Discretionary$271.1M
Non-Disc.$4.9M
Employees4
Clients26
DateNov 2016
Total AUM$276.9M
Discretionary$272M
Non-Disc.$4.9M
Employees4
Clients26
DateFeb 2016
Total AUM$275.8M
Discretionary$269.5M
Non-Disc.$6.3M
Employees5
Clients26
DateMar 2015
Total AUM$252.3M
Discretionary$245.5M
Non-Disc.$6.8M
Employees5
Clients26
DateJun 2014
Total AUM$249.6M
Discretionary$243M
Non-Disc.$6.6M
Employees5
Clients26
DateMar 2014
Total AUM$249.6M
Discretionary$243M
Non-Disc.$6.6M
Employees5
Clients26
DateMar 2013
Total AUM$167.5M
Discretionary$161.5M
Non-Disc.$6M
Employees5
Clients26
DateJan 2013
Total AUM$159M
Discretionary$154M
Non-Disc.$5M
Employees5
Clients26
DateJul 2012
Total AUM$159M
Discretionary$154M
Non-Disc.$5M
Employees6
Clients26
DateJul 2012
Total AUM$159M
Discretionary$154M
Non-Disc.$5M
Employees6
Clients26
DateMar 2012
Total AUM$153M
Discretionary$148.5M
Non-Disc.$4.5M
Employees6
Clients26
DateMay 2011
Total AUM$132.6M
Discretionary$128M
Non-Disc.$4.6M
Employees10
Clients--
DateMar 2011
Total AUM$132.6M
Discretionary$128M
Non-Disc.$4.6M
Employees10
Clients--
DateJul 2010
Total AUM$90M
Discretionary$85.9M
Non-Disc.$4.1M
Employees10
Clients--
DateJan 2010
Total AUM$89M
Discretionary$85M
Non-Disc.$4M
Employees10
Clients--
DateOct 2009
Total AUM$89M
Discretionary$85M
Non-Disc.$4M
Employees10
Clients--
DateFeb 2009
Total AUM$79M
Discretionary$75.5M
Non-Disc.$3.5M
Employees10
Clients--
DateMar 2008
Total AUM$110M
Discretionary$105M
Non-Disc.$5M
Employees10
Clients--
DateJun 2007
Total AUM$120M
Discretionary$115M
Non-Disc.$5M
Employees10
Clients--
DateApr 2007
Total AUM$120M
Discretionary$115M
Non-Disc.$5M
Employees10
Clients--
DateMar 2007
Total AUM$120M
Discretionary$115M
Non-Disc.$5M
Employees10
Clients--
DateMar 2006
Total AUM$120.9M
Discretionary$116.2M
Non-Disc.$4.7M
Employees10
Clients--
DateJun 2005
Total AUM$117M
Discretionary$113M
Non-Disc.$4M
Employees--
Clients--
DateMay 2005
Total AUM$117M
Discretionary$113M
Non-Disc.$4M
Employees--
Clients--