This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between January 29, 2025 and February 17, 2026, reported AUM increased 8.7%, from $48.1M to $52.3M.
Across 4 reported observations, AUM increased 30.4% between October 27, 2023 and February 17, 2026, from $40.1M to $52.3M.
Of the latest reported AUM, 98.2% is discretionary and 1.8% is non-discretionary.
The firm reports 2 advisory representatives and 368 clients, or 184 clients per representative. That equates to $142.1K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on February 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Family Dynasty Advisors LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Family Dynasty Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,337,089 | $261,924 |
| Non-Discretionary | $966,407 | $322,136 |
| Total | $52,303,496 | $262,832 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Family Dynasty Advisors LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.