Lbj Family Wealth Advisors, Ltd.
- Regulatory AUM
- $389M
- Discretionary
- $389M
- Clients
- 94
- Avg AUM / client
- $4.1M
- Accounts
- 94
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 09, 2026
Investments (13F portfolio — 28 positions, $196,131)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr Rus 1000 Grw Etf | ETF | $45,912 | 376,386 | 23.4% | 0.01% |
| 2 | Ishares Russell 1000 Value Etf | ETF | $37,659 | 155,137 | 19.2% | 0.01% |
| 3 | Ishares Russell Mid Cap Value Etf | ETF | $20,593 | 124,862 | 10.5% | 0.01% |
| 4 | Ishares Tr Rus Md Cp Gr Etf | ETF | $18,850 | 130,287 | 9.61% | 0.0% |
| 5 | Ishares Russell 2000 Value Etf | ETF | $13,301 | 60,110 | 6.78% | 0.0% |
| 6 | Spdr Ftse International Government Inflation Protected Bond Etf | ETF | $9,836 | 250,209 | 5.02% | 0.0% |
| 7 | Ishares Tr Rus 2000 Grw Etf | ETF | $9,507 | 24,361 | 4.85% | 0.0% |
| 8 | Ishares Msci Eafe Etf | ETF | $6,919 | 66,885 | 3.53% | 0.0% |
| 9 | Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf | ETF | $6,611 | 111,715 | 3.37% | 0.0% |
| 10 | Vanguard Scottsdale Funds Vanguard Russ1000 Value Idx Fd Etf | ETF | $3,157 | 29,639 | 1.61% | 0.0% |
| 11 | Exxon Mobil Corp Com | common | $2,971 | 21,833 | 1.51% | 0.0% |
| 12 | Vanguard Real Estate Etf | ETF | $2,932 | 29,870 | 1.49% | 0.0% |
| 13 | Vanguard Scottsdale Funds Vanguard Russ2000 Val Idx Fd Etf Shs | ETF | $2,803 | 14,363 | 1.43% | 0.0% |
| 14 | Vanguard Scottsdale Funds Vanguard Russ200 Grw Idx Etf Shs | ETF | $2,063 | 7,244 | 1.05% | 0.0% |
| 15 | Ishares Trust Msci Emg Mkts Etf Usd Dis | ETF | $2,028 | 30,071 | 1.03% | 0.0% |
| 16 | Ishares Russell 1000 Index Fund | ETF | $1,894 | 4,662 | 0.97% | 0.0% |
| 17 | Texas Cap Bancshares Inc Com | common | $1,774 | 17,275 | 0.9% | 0.0% |
| 18 | Vanguard Scottsdale Funds Vanguard Russ1000 Growth Idx Fd Etf | ETF | $1,773 | 14,124 | 0.9% | 0.0% |
| 19 | Vanguard Index Fds Vanguard Total Stk Mkt Etf | ETF | $1,455 | 3,962 | 0.74% | 0.0% |
| 20 | Wisdomtree Tr Us Midcap Fund | ETF | $790 | 10,471 | 0.4% | 0.0% |
| 21 | Shattuck Labs Inc Com | common | $563 | 82,177 | 0.29% | 0.0% |
| 22 | Vanguard Total International Stock Index Fund | ETF | $552 | 6,502 | 0.28% | 0.0% |
| 23 | Campbell Soup Co Cap Usd0.0375 | common | $428 | 18,609 | 0.22% | 0.0% |
| 24 | Microsoft Corp | common | $417 | 1,132 | 0.21% | 0.0% |
| 25 | Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers | ETF | $367 | 4,323 | 0.19% | 0.0% |
Top 25 of 28 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 11 | $3.0M | 0.77% |
| High net worth individuals | 67 | $315M | 81.0% |
| Pooled investment vehicles (non-investment companies) | 2 | $105K | 0.03% |
| Charitable organizations | 2 | $6.9M | 1.78% |
| State or municipal government entities | 1 | $7.8M | 2.0% |
| Corporations and other businesses | 11 | $56.1M | 14.4% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $60.7K combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lamp Investment Partners I, Lp | Private Equity Fund | Texas | $34.5K | 6 |
| Lamp Investment Partners Iii, Lp | Private Equity Fund | Texas | $26.2K | 6 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Johnson, Luci, Baines | Limited Partner | Sep 2003 (23y) | 50% – 75% | |
| Turpin, Ian, Johnstone | Limited Partner | Sep 2003 (23y) | 25% – 50% | |
| Faith Creighton Vincent | Limited Partner, Chief Investment Officer/ Chief Compliance Officer / Managing Director | Aug 2005 (21y) | Less than 5% | |
| Willyn Cobb Wahl | Limited Partner, Managing Director | Dec 2005 (21y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lbj Asset Management General Partner Llc | General Partner | Sep 2003 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $60.7K gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lamp Investment Partners I, Lp | Private Equity Fund | $34.5K | $25.0K | 6 |
| Lamp Investment Partners Iii, Lp | Private Equity Fund | $26.2K | $25.0K | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/09/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • BASED ON A PERCENTAGE OF REVENUES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $280M (72% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 09, 2026.
View current Form ADV (SEC/IAPD) ↗