FAMILY DYNASTY ADVISORS LLC
CRD #297082 SEC #801-127497 LUBBOCK, TX 806-993-7023
SEC Registered
Total AUM
$42.4M
Discretionary
$1.3M
Employees
3
Clients
--
Accounts
87
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Applegate, Mandi, Lynn | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| Applegate, Mandi, Lynn | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| Applegate, Mandi, Lynn | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| Applegate, Mandi, Lynn | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| Applegate, Mandi, Lynn | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| Applegate, Mandi, Lynn | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| Applegate, Mandi, Lynn | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| Applegate, Mandi, Lynn | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| Applegate, Mandi, Lynn | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| Applegate, Mandi, Lynn | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| Applegate, Mandi, Lynn | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| Applegate, Mandi, Lynn | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| Applegate, Mandi, Lynn | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| Applegate, Mandi, Lynn | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| CAFFEY, MICHAEL, DAVID | I | MANAGING MEMBER | E | Control |
| CAFFEY, MICHAEL, DAVID | I | MANAGING MEMBER | E | Control |
| CAFFEY, MICHAEL, DAVID | I | MANAGING MEMBER | E | Control |
| CAFFEY, MICHAEL, DAVID | I | MANAGING MEMBER | E | Control |
| CAFFEY, MICHAEL, DAVID | I | MANAGING MEMBER | E | Control |
| CAFFEY, MICHAEL, DAVID | I | MANAGING MEMBER | E | Control |
| CAFFEY, MICHAEL, DAVID | I | MANAGING MEMBER | E | Control |
| CAFFEY, MICHAEL, DAVID | I | MANAGING MEMBER | E | Control |
| CAFFEY, MICHAEL, DAVID | I | MANAGING MEMBER | E | Control |
| CAFFEY, MICHAEL, DAVID | I | MANAGING MEMBER | E | Control |
| CAFFEY, MICHAEL, DAVID | I | MANAGING MEMBER | E | Control |
| CAFFEY, MICHAEL, DAVID | I | MANAGING MEMBER | E | Control |
| CAFFEY, MICHAEL, DAVID | I | MANAGING MEMBER | E | Control |
| CAFFEY, MICHAEL, DAVID | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Jan 14, 2025 REGISTERED
Notice Filings (1)
TX
Address
4601 S. LOOP 289 SUITE 7LUBBOCK, TX 79424
United States
Phone: 806-993-7023