# FAMILY DYNASTY ADVISORS LLC

FAMILY DYNASTY ADVISORS LLC of LUBBOCK, TX is an SEC-registered investment adviser.

## Registration

- CRD: 297082
- Type: SEC-registered investment adviser
- SEC file number: 801-127497
- Location: 4601 S. LOOP 289 SUITE 7, LUBBOCK, TX, 79424
- Phone: 806-993-7023
- Latest filing: 2026-02-17
- Regulatory AUM: $52.3M
- Discretionary AUM: $51.3M
- Non-discretionary AUM: $966K
- Clients: 3
- Accounts: 199

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Michael David Caffey | MANAGING MEMBER | — |
| Mandi Lynn Applegate | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | — |
| CAFFEY MICHAEL DAVID | MANAGING MEMBER | — |
| Applegate Mandi Lynn | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | — |
| Merinda Kathryn Condra | INVESTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297082/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297082/similar
- Related entities: https://search.stillhousedata.com/firm/297082/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297082

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.