Family Dynasty Advisors LLC
● SEC registered since 2023CRD 297082SEC# 801-127497Lubbock, TX
Reg. AUM
$52.3M
Employees
3
Accounts
199
Location
Lubbock, TX
Family Dynasty Advisors LLC assets under management
Family Dynasty Advisors LLC operates as an SEC-registered investment adviser based in Lubbock, TX. The firm has been registered since 2023. It reports $52.3 million in regulatory assets under management and employs 3 people.
Family Dynasty Advisors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mandi Lynn Applegate Control | Director Of Operations/Chief Compliance Officer | Under 5% | 2022 |
| Merinda Kathryn Condra | Investor | 10-25% | 2023 |
| Michael David Caffey Control | Managing Member | Over 75% | 2018 |
Frequently asked questions
How much does Family Dynasty Advisors LLC manage?
Family Dynasty Advisors LLC reports $52.3 million in regulatory assets under management on its Form ADV.
How many employees does Family Dynasty Advisors LLC have?
Family Dynasty Advisors LLC reports 3 employees.
Where is Family Dynasty Advisors LLC located?
Family Dynasty Advisors LLC is based in Lubbock, TX and has been SEC-registered since 2023.
Does Family Dynasty Advisors LLC disclose fund performance?
Family Dynasty Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4601 S. Loop 289 Suite 7, Lubbock, TX 79424 |
| Phone | 806-993-7023 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$52.3M▲ 9%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$52.3Mregulatory AUM
Discretionary $51.3MNon-discretionary $966K