LBJ FAMILY WEALTH Overview

Lbj Family Wealth Advisors Ltd. is an investment advisor that manages 252.3 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 85MM in positions, representing 34% of the manager's regulatory AUM.

LBJ FAMILY WEALTH StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

LBJ FAMILY WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IWD 24.01% ETF 4.77% 0.62% 0 7%
IWF 22.8% ETF -0.37% -0.58% 0 8%
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LBJ FAMILY WEALTH Founders and Key Employees

Name Title In Position Since
Luci B. Johnson Co-Owner October-2003
Ian J. Turpin Co-Owner / Manager / President October-2003
Faith C. Vincent Vice President/ Chief Investment Officer December-2009
Willyn C. Wahl Vice President October-2003
John A. Welborn Vice President / Cfo / Chief Compliance Officer October-2003

LBJ FAMILY WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

LBJ FAMILY WEALTH Investment Strategy

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LBJ Family Wealth Advisors considers each Client individually and creates a detailed Investment Policy Statement for each Client. Based upon the Client’s Investment Policy Statement, LBJ Family Wealth Advisors creates a target asset allocation for the Client’s assets under management.

The specifics of each Client’s target allocation are individualized, but the general outlines of potential recommendations are formulated by The LBJ Family Wealth Advisors Investment Committee. A target allocation may include cash, U.S. fixed income, domestic and international inflation-protected fixed income, domestic and international equity, commodities and real estate and private equity, as appropriate for each Client. The liquidity needs and overall wealth of each Client will inform this allocation as much as each Client’s risk tolerance and future wealth management goals.

The Committee uses numerous third party software applications that incorporate histor...
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LBJ FAMILY WEALTH Portfolio Concentration

LBJ FAMILY WEALTH Location

114 WEST SEVENTH STREET
SUITE 900
AUSTIN, Texas
UNITED STATES, 78701

LBJ FAMILY WEALTH Contact Information

Phone Number: 512-457-5000
Fax Number: 512-322-0168
Website:

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