Family Dynasty Advisors LLC
Family Dynasty Advisors LLC is an SEC-registered mass-market adviser in Lubbock, TX with $52.3M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Family Dynasty Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297082, SEC 801-127497, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $52.3M (2026-02-17)
- Firm type
- Mass-Market Adviser
- Location
- Lubbock, TX
- Employees
- 3
- Clients
- 367
- CRD
- 297082
- Ownership
- CAFFEY, MICHAEL, DAVID; Applegate, Mandi, Lynn; CONDRA, MERINDA, KATHRYN
How much AUM does Family Dynasty Advisors LLC have?
Family Dynasty Advisors LLC reported $52.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Family Dynasty Advisors LLC?
Disclosed owners and executives of Family Dynasty Advisors LLC include CAFFEY, MICHAEL, DAVID, Applegate, Mandi, Lynn, CONDRA, MERINDA, KATHRYN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.