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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Alpha unisonOak capital
- Established Date
- 08-01-2018
- Office Locations
- 1
Office Locations
About Family Dynasty Advisors LLC
Family Dynasty Advisors is an independent boutique RIA in Lubbock, TX providing wealth management and financial planning, including annuities, insurance, and personal trust services. The firm emphasizes a tactical, risk-managed approach—staying invested in rising markets and shifting to defensive allocations to help protect gains during unfavorable conditions—using ETF-based strategies such as its lower-volatility ETF approach. Custodied at Charles Schwab.
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Owner & Executives
MICHAEL DAVID CAFFEY
Chief Investment Officer, Managing Member
- CRD
- #2964656
- Ownership
- 75% or more
MERINDA KATHRYN CONDRA
--
- CRD
- --
- Ownership
- 10% but less than 25%
Legacy element
Zenith alpha
- CRD
- #75231
- Ownership
- 40.5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,337,089 | $261,924 |
| Non-Discretionary | $966,407 | $322,136 |
| Total | $52,303,496 | $262,832 |
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Separately Managed Accounts
Total SMA Asset: $52,303,496
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $535,576,679 | 17.1% |
| Corporate - Investment Grade | $573,161,007 | 18.3% |
| Cash | $986,588,618 | 31.5% |
| Equity - Exchange | $1,036,701,056 | 33.1% |
| Total | $3,132,027,360 | 100.0% |