| 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 |
Family Dynasty Advisors LLC reports $52.3 million in regulatory assets under management on its Form ADV.
Family Dynasty Advisors LLC reports 3 employees.
Family Dynasty Advisors LLC is based in Lubbock, TX and has been SEC-registered since 2023.
Family Dynasty Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $51.3M |
| Non-discretionary | $966K |
| Total (RAUM) | $52.3M |