LBJ Family Wealth Advisors, Ltd

Overview

LBJ Family Wealth Advisors advises a multi-family office that manages investments in marketable securities, energy, timber, real estate and private equity for the heirs of President Johnson and other families. Its reported services include financial planning and portfolio management for individuals, small businesses, pooled vehicles and institutions. Reported investment interests include private equity and hedge funds. The firm is registered with the SEC as an investment adviser and reported $388.8M in regulatory assets under management on its latest Form ADV. Its reported client types include individuals, high net worth individuals and pooled vehicles.

Services

• Financial planning
• Portfolio management

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

Location

See more firms in Texas and Austin.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 129701), filed 02/09/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.