|
⚲
|
| Keyboard |
| Family Dynasty Advisors LLC
✚
|
|
|---|---|
| CRD # | 297082 |
| SEC # | 801-127497 |
| CIK # | |
| AUM | 52.3 M (2026-02-17) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 806-993-7023 |
| Address | 4601 S Loop 289 Suite 7 Lubbock, TX 79424 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 179 | 11.5 |
| (b) Individuals (high net worth individuals) | 178 | 39.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 1.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 199 | 52.3 |
| By Discretionary | ||
| Discretionary | 196 | 51.3 |
| Non-Discretionary | 3 | 1.0 |
| Total | 199 | 52.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 52.3 | |
| Total | 199 | 52.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Constitution Wealth LLC
✚
|
53.5 M | |
|
Westpark Capital Inc
✚
|
CA | 53.1 M |
|
Sky Vision Wealth Management Corp
✚
|
CA | 52.8 M |
|
Royale Asset Management LLC
✚
|
52.7 M | |
|
Wealthpro LLC
✚
|
52.4 M | |
|
Capital Management Advisors Inc
✚
|
GA | 52.0 M |
|
Ancora West Advisors LLC
✚
|
NV | 51.9 M |
|
Anchor Bay Private Wealth LLC
✚
|
CA | 51.7 M |
|
Purevest LLC
✚
|
NY | 51.6 M |
|
BPBI LLC
✚
|
NY | 51.0 M |