$388.8M Total AUM
$388.8M Disc. AUM
9.2% 3Y CAGR
2 Employees
94 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Ridge pathway
- Established Date
- 10-01-2003
- Office Locations
- 1
Office Locations
3800 North Lamar, Suite 200 Austin TX
About LBJ Family Wealth Advisors, Ltd.
LBJ Family Wealth Advisors, Ltd. is an Austin-based RIA focused on helping families preserve and sustain multigenerational wealth, guiding family members through wealth management and planning that balances financial and human capital while honoring family heritage. The firm’s portfolios are implemented primarily with ETFs (per public filings) and can include select alternatives. Custody is with Fidelity/NFS.
Team overview
-- AVG AGE
$194.4M AVG AUM / ADVISOR
$4.1M AVG AUM / CLIENT
21.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
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Asset Classes
Peak harbor Delta alpha Quantum zenith Harbor crest Delta
Custodian
Vital quantum
Investment Themes
Bridge Focus
Investment Vehicles
Prime pathway
Services
Wave harbor Zenith
Technology
Quantum
Owner & Executives
L
LUCI BAINES JOHNSON
Limited Partner, Senior Vice President Operations
- CRD
- --
- Ownership
- 50% but less than 75%
(651) 884-2894
pioneer.vertex@harborcapital.com
in linkedin.com/in/signal-wave
I
IAN JOHNSTONE TURPIN
Limited Partner, Wealth Advisor
- CRD
- #4963360
- Ownership
- 25% but less than 50%
(391) 628-7820
prime.pioneer@northcapital.com
in linkedin.com/in/vector-horizon
M
Matrix prime
Focus oak
- CRD
- #51460
- Ownership
- 47.6%
(873) 715-2939
prime.insight@quantumcapital.com
in linkedin.com/in/beacon-peak
Showing 2 of 4 owners & executives
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $388,847,133 | $4,136,672 |
| Non-Discretionary | $0 | -- |
| Total | $388,847,133 | $4,136,672 |
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Separately Managed Accounts
Total SMA Asset: $388,742,616
Equity - Exchange:
60.1% Cash:
39.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,456,423,111 | 60.1% |
| Cash | $1,630,803,363 | 39.9% |
| Total | $4,087,226,474 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST SIGNAL CATALYST | DELTA TIMBER | ONCYJD36T | DRLK | 4.01% | $12,556,487 |
| HORIZON ZENITH FOUNDATION | VECTOR ZENITH | 46ARGTRJV | VMLZV | 5.27% | $40,798,145 |
| PIONEER PRIME | ZENITH VALUE | ZKDAPDWDF | TUJ | 3.11% | $92,768,945 |
| VALUE FOCUS | VALUE RADIAL | ZYZQQNZ92 | GNF | 2.79% | $85,902,995 |
| PRIME WAVE NORTH | VITAL EAGLE | ZBA2PCKPC | MAK | 7.71% | $45,937,413 |
| BRIDGE BRIDGE | EMBER HARBOR | 8AYNFQUY9 | FOP | 2.44% | $88,959,474 |
| ALPHA FOUNDATION FOCUS | HARBOR PEAK | ST3R79TKL | XRNF | 10.19% | $64,107,401 |
| PATHWAY WAVE | LEGACY RIDGE | BUF84H3LA | WDS | 4.26% | $39,650,671 |